Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our fees for discretionary investment management services range from 0.50% to 1.00% of assets under management. For non-discretionary investment management, fees are negotiated. Investment management fees for clients with assets over $5 million are negotiable. Financial planning fees range from $1,000 to $10,000 per engagement. Fees for investment monitoring services are negotiated separately. We may charge additional fees for trustee, administrative, and consulting services.
Areas of Practice
Advisor Information
Office location
260 Franklin Street, Suite 1888, Boston, MA, 02110
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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