U. S. Boston Capital Corporation
Assets Under Management
$335.5M
Number of Clients
72
Number of Advisors
4
Average Client AUM
$4.7M
AUM per Advisor
$83.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
U.S. Boston provides portfolio review, analysis, and construction; asset allocation and security selection; and account monitoring. They develop customized investment strategies based on client's life aspirations, financial circumstances, and investment objectives. They also offer financial planning services on an ongoing basis or as a consulting service.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
U.S. Boston can negotiate or modify its fees for various reasons, such as the size of the client relationship, service requirements, or other factors.
Fee Estimator
U.S. Boston charges an annual fee based on assets under management. For financial planning, they charge an hourly fee ranging from $150 to $600 per hour. Strategic advisory and business consulting services are offered for a negotiated fixed fee (ranging from $1,000 to $50,000) or hourly fees ($150 to $600 per hour).
Areas of Practice
Location
55 Old Bedford Road, Suite 202, Lincoln, MA, 01773