Assets Under Management
$3.9B
Number of Clients
779
Number of Advisors
22
Average Client AUM
$5.0M
AUM per Advisor
$178.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Reynders, McVeigh provides discretionary and non-discretionary investment management, asset advisement, and investment consulting services. They offer financial planning to retail clients meeting minimum investment requirements. The firm focuses on sustainable investing, integrating ESG criteria into its investment decisions. They tailor advisory services to clients' objectives and constraints.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based upon circumstances and relationships with clients.
The standard annual fee for managed accounts is 1% of the first $3 million under management and 0.75% on assets exceeding $3 million. Fees are negotiable based on circumstances and relationships. Certain legacy clients have flat-fee arrangements. The firm does not charge a fee for financial planning services and generally provides it only to clients who meet and maintain the firm's minimum account size.
10 Post Office Square, Suite N1010, Boston, MA, 02109