Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $10.0 billion
- Average High-Net-Worth Client Portfolio Size
- $18.1 million
Recent Rankings
Fee Disclosure
Source: CIA ADV 2A AA 3.27.24 (2024-03-27)
· View brochure text
Latest filing: CIA ADV 2A AA 3.30.2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
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
- 93.26%
- Number of High-Net-Worth Clients
- 519
- Total Client Accounts
- 4,009
- Discretionary Accounts
- 3,887
- Non-Discretionary Accounts
- 122
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 106109
- CIA ADV 2A AA 3.30.2026 (2026-03-30) · View brochure text
- CIA ADV 2A AA 3.27.24 (2024-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗