Overview

Headquarters
Plymouth, MA
Total Firm Assets
$242 million
Average High-Net-Worth Client Portfolio Size
$2.7 million
Stated Minimum Account Size
$225,000

Fee Disclosure

Source: 1620 DISCLOSURE BROCHURE AND SUPPLEMENTS (2026-10-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 0.75%
$3,000,001 $10,000,000 0.65%
$10,000,001 $20,000,000 0.55%
$20,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $35,500 0.71%
$10 million $68,000 0.68%
$50 million $273,000 0.55%
$100 million $523,000 0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
53.22%
Number of High-Net-Worth Clients
47
Total Client Accounts
593
Discretionary Accounts
587
Non-Discretionary Accounts
6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
119262
  • 1620 DISCLOSURE BROCHURE AND SUPPLEMENTS (2026-10-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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