Founded in 1985 and majority-owned by the Lagan Holding Company Trust, Congress Asset Management is a Boston boutique specializing in high-quality growth equities alongside investment-grade fixed income. The firm selects securities directly through bottom-up research organized around investment policy committees, and serves a broad client base spanning individuals and high-net-worth investors, pension plans (including Taft-Hartley and ERISA plans), endowments, corporations, and other institutions, as well as model-portfolio and sub-advisory programs. Congress also runs its own family of mutual funds and ETFs (the Congress Funds) and waives its advisory fee on client assets invested in them. Standard separately managed account fees run up to 1.00%, and the firm sets a relatively low 00,000 minimum.
Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $14.2 billion
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $100,000
Recent Rankings
Fee Disclosure
Source: CONGRESS ASSET DISCLOSURE BROCHURE (2025-03-20)
· View brochure text
Latest filing: CONGRESS ASSET DISCLOSURE BROCHURE (2026-03-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
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
- 30.99%
- Number of High-Net-Worth Clients
- 1,611
- Total Client Accounts
- 8,312
- Discretionary Accounts
- 8,312
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 105161
- CONGRESS ASSET DISCLOSURE BROCHURE (2026-03-17) · View brochure text
- CONGRESS ASSET DISCLOSURE BROCHURE (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗