Overview

Headquarters
Boston, MA
Total Firm Assets
$122 million
Average High-Net-Worth Client Portfolio Size
$1.4 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: BPA BROCHURE MARCH 2025 (2026-07-13) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,625 1.06%
$5 million $43,125 0.86%
$10 million $68,125 0.68%
$50 million $268,125 0.54%
$100 million $518,125 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
81.23%
Number of High-Net-Worth Clients
69
Total Client Accounts
383
Discretionary Accounts
383

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
172374

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

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