Point Allerton LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Fernwood Investment Management, LLC creates custom investment portfolios based on client needs, time horizon, income needs, risk tolerance, outside holdings, and tax status. They manage traditional assets like stocks and bonds, and non-traditional investments like private equity, venture capital, real estate, and hedge funds. Fernwood also manages private investment funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Discounts may be offered at the discretion of the managing member.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management. The more assets you have, the lower the percentage you'll pay. For example, the first $1,000,000 is billed at 1.25% annually. Employer-sponsored retirement plan assets and 529 plan assets are billed at 0.50% annually. Clients also pay their own brokerage commissions and custodial fees.
Areas of Practice
Location
400 Crown Colony Drive, Suite 101, Quincy, MA, 02169