Overview
- Headquarters
- Norwell, MA
- Total Firm Assets
- $339 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
Fee Disclosure
Source: DFM ADV PART 2A BROCHURE (2025-03-20)
· View brochure text
Latest filing: DFM ADV PART 2A BROCHURE (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $43,000 | 0.86% |
| $10 million | $68,000 | 0.68% |
| $50 million | $268,000 | 0.54% |
| $100 million | $518,000 | 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
- 85.71%
- Number of High-Net-Worth Clients
- 65
- Total Client Accounts
- 478
- Discretionary Accounts
- 391
- Non-Discretionary Accounts
- 87
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 171813
- DFM ADV PART 2A BROCHURE (2026-03-13) · View brochure text
- DFM ADV PART 2A BROCHURE (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗