Methodology
- Universe: RIAs headquartered in Massachusetts
- Portfolio size: $2 million
- Fee calculation: Blended rate across all disclosed fee tiers, applied to a $2 million portfolio
- Minimum clients: 100+ high-net-worth clients
- Avg client AUM: $1 million to $20 million (ultra-HNW shops excluded — unlikely to accept a $2M account)
- Minimum HNW assets: $500 million across all HNW clients
- HNW focus: HNW assets at least 30% of total AUM
- Exclusions: Firms with negotiable-only fee rates, and firms with a disclosed minimum account size above $2 million
- Source: SEC Form ADV Part 2A regulatory filings, filed within the last 18 months
RANKED LIST
#1 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$11,000
Annual Fee on $2M
0.55%
Fee Rate on $2M
$1.0M
Avg Client AUM
$4.2B
High Net Worth AUM
4,169
Number of High Net Worth Clients
$250,000
Min Client Size
#2 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Minot Deblois Advisors LLC
Boston, MA
$14,000
Annual Fee on $2M
0.70%
Fee Rate on $2M
$9.3M
Avg Client AUM
$1.1B
High Net Worth AUM
120
Number of High Net Worth Clients
Not Available
Min Client Size
#3 Lowest-Fee RIA in Massachusetts for $2M Portfolios
S & Co., Inc.
Boston, MA
$14,000
Annual Fee on $2M
0.70%
Fee Rate on $2M
$4.8M
Avg Client AUM
$1.4B
High Net Worth AUM
302
Number of High Net Worth Clients
Not Available
Min Client Size
#4 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Pinney & Scofield, Inc.
Cambridge, MA
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$3.7M
Avg Client AUM
$823M
High Net Worth AUM
221
Number of High Net Worth Clients
$1M
Min Client Size
#5 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Rpg Family Wealth Advisory, LLC
Burlington, MA
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$3.9M
Avg Client AUM
$520M
High Net Worth AUM
133
Number of High Net Worth Clients
$25,000
Min Client Size
#6 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Wilkins Investment Counsel, Inc.
Boston, MA
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$5.7M
Avg Client AUM
$1.0B
High Net Worth AUM
177
Number of High Net Worth Clients
Not Available
Min Client Size
#7 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Stage Harbor Financial
Westwood, MA
$16,000
Annual Fee on $2M
0.80%
Fee Rate on $2M
$4.7M
Avg Client AUM
$1.0B
High Net Worth AUM
221
Number of High Net Worth Clients
Not Available
Min Client Size
#8 Lowest-Fee RIA in Massachusetts for $2M Portfolios
McNamara Financial Services, Inc.
Marshfield, MA
$16,375
Annual Fee on $2M
0.82%
Fee Rate on $2M
$1.9M
Avg Client AUM
$574M
High Net Worth AUM
298
Number of High Net Worth Clients
$500,000
Min Client Size
#9 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Washington Trust Advisors
Wellesley, MA
$17,250
Annual Fee on $2M
0.86%
Fee Rate on $2M
$4.6M
Avg Client AUM
$1.8B
High Net Worth AUM
400
Number of High Net Worth Clients
$1.5M
Min Client Size
#10 Lowest-Fee RIA in Massachusetts for $2M Portfolios
O'Brien Wealth Partners LLC
Waltham, MA
$17,500
Annual Fee on $2M
0.88%
Fee Rate on $2M
$3.5M
Avg Client AUM
$979M
High Net Worth AUM
283
Number of High Net Worth Clients
$1M
Min Client Size
#11 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Flagship Wealth Advisors, Llc.
Wakefield, MA
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$3.1M
Avg Client AUM
$669M
High Net Worth AUM
217
Number of High Net Worth Clients
Not Available
Min Client Size
#12 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Howland Capital Management LLC
Boston, MA
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$13.2M
Avg Client AUM
$1.9B
High Net Worth AUM
145
Number of High Net Worth Clients
Not Available
Min Client Size
#13 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$3.8M
Avg Client AUM
$12.1B
High Net Worth AUM
3,214
Number of High Net Worth Clients
$2M
Min Client Size
#14 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$4.3M
Avg Client AUM
$1.4B
High Net Worth AUM
317
Number of High Net Worth Clients
Not Available
Min Client Size
#15 Lowest-Fee RIA in Massachusetts for $2M Portfolios
The Financial Advisors, LLC
Andover, MA
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$1.8M
Avg Client AUM
$1.0B
High Net Worth AUM
570
Number of High Net Worth Clients
$50,000
Min Client Size
#16 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Boston Standard Wealth Management, LLC
Winchester, MA
$18,250
Annual Fee on $2M
0.91%
Fee Rate on $2M
$3.1M
Avg Client AUM
$553M
High Net Worth AUM
177
Number of High Net Worth Clients
Not Available
Min Client Size
#17 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Boston Family Office LLC
Boston, MA
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$7.6M
Avg Client AUM
$1.9B
High Net Worth AUM
245
Number of High Net Worth Clients
$1M
Min Client Size
#18 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Middleton & Company Inc.
Boston, MA
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$4.3M
Avg Client AUM
$1.0B
High Net Worth AUM
238
Number of High Net Worth Clients
$1M
Min Client Size
#19 Lowest-Fee RIA in Massachusetts for $2M Portfolios
93 Financial Group, LLC
Woburn, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$1.7M
Avg Client AUM
$519M
High Net Worth AUM
302
Number of High Net Worth Clients
Not Available
Min Client Size
#20 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Beaumont Financial Partners
Needham, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.3M
Avg Client AUM
$1.5B
High Net Worth AUM
345
Number of High Net Worth Clients
$250,000
Min Client Size
#21 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Birch Hill Investment Advisors LLC
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$15.8M
Avg Client AUM
$2.7B
High Net Worth AUM
169
Number of High Net Worth Clients
Not Available
Min Client Size
#22 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.7M
Avg Client AUM
$4.4B
High Net Worth AUM
1,611
Number of High Net Worth Clients
$100,000
Min Client Size
#23 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Crestwood Advisors
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$8.8M
Avg Client AUM
$7.6B
High Net Worth AUM
870
Number of High Net Worth Clients
$1M
Min Client Size
#24 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Excalibur Management Corp.
Waltham, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.2M
Avg Client AUM
$553M
High Net Worth AUM
131
Number of High Net Worth Clients
$1M
Min Client Size
#25 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Fiduciary Wealth Partners, LLC
Newton Lower Falls, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$12.1M
Avg Client AUM
$1.3B
High Net Worth AUM
109
Number of High Net Worth Clients
Not Available
Min Client Size
#26 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Heritage Financial Services
Westwood, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.4M
Avg Client AUM
$2.7B
High Net Worth AUM
813
Number of High Net Worth Clients
$1.5M
Min Client Size
#27 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Lmcg Investments, LLC
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.4M
Avg Client AUM
$2.5B
High Net Worth AUM
725
Number of High Net Worth Clients
$500,000
Min Client Size
#28 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$8.8M
Avg Client AUM
$1.3B
High Net Worth AUM
143
Number of High Net Worth Clients
Not Available
Min Client Size
#29 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Monument Group Wealth Advisors, LLC
Concord, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.5M
Avg Client AUM
$668M
High Net Worth AUM
149
Number of High Net Worth Clients
$2M
Min Client Size
#30 Lowest-Fee RIA in Massachusetts for $2M Portfolios
New England Private Wealth Advisors, LLC
Wellesley, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$9.0M
Avg Client AUM
$3.0B
High Net Worth AUM
338
Number of High Net Worth Clients
$2M
Min Client Size
#31 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.2M
Avg Client AUM
$548M
High Net Worth AUM
131
Number of High Net Worth Clients
$500,000
Min Client Size
#32 Lowest-Fee RIA in Massachusetts for $2M Portfolios
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$5.3M
Avg Client AUM
$2.9B
High Net Worth AUM
545
Number of High Net Worth Clients
$1M
Min Client Size
#33 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Schwerin Boyle Capital Management, Inc.
Springfield, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$4.5M
Avg Client AUM
$616M
High Net Worth AUM
136
Number of High Net Worth Clients
$1M
Min Client Size
#34 Lowest-Fee RIA in Massachusetts for $2M Portfolios
TFC Financial Management Inc.
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$5.7M
Avg Client AUM
$1.7B
High Net Worth AUM
302
Number of High Net Worth Clients
Not Available
Min Client Size
#35 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Woodstock Corporation
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$7.7M
Avg Client AUM
$1.1B
High Net Worth AUM
140
Number of High Net Worth Clients
Not Available
Min Client Size
#36 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Zevin Asset Management, LLC
Boston, MA
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$1.2M
Avg Client AUM
$562M
High Net Worth AUM
451
Number of High Net Worth Clients
$1.5M
Min Client Size
#37 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Berkshire Money Management, Inc.
Dalton, MA
$20,420
Annual Fee on $2M
1.02%
Fee Rate on $2M
$2.9M
Avg Client AUM
$965M
High Net Worth AUM
335
Number of High Net Worth Clients
$250,000
Min Client Size
#38 Lowest-Fee RIA in Massachusetts for $2M Portfolios
West Branch Capital LLC
Amherst, MA
$20,500
Annual Fee on $2M
1.02%
Fee Rate on $2M
$3.5M
Avg Client AUM
$594M
High Net Worth AUM
171
Number of High Net Worth Clients
$1M
Min Client Size
#39 Lowest-Fee RIA in Massachusetts for $2M Portfolios
St. Germain Investment Management
Springfield, MA
$20,625
Annual Fee on $2M
1.03%
Fee Rate on $2M
$1.2M
Avg Client AUM
$2.3B
High Net Worth AUM
1,909
Number of High Net Worth Clients
Not Available
Min Client Size
#40 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Grimes & Company
Westborough, MA
$21,250
Annual Fee on $2M
1.06%
Fee Rate on $2M
$2.8M
Avg Client AUM
$4.9B
High Net Worth AUM
1,783
Number of High Net Worth Clients
$500,000
Min Client Size
#41 Lowest-Fee RIA in Massachusetts for $2M Portfolios
RWA Wealth Partners
Boston, MA
$21,250
Annual Fee on $2M
1.06%
Fee Rate on $2M
$4.9M
Avg Client AUM
$17.3B
High Net Worth AUM
3,545
Number of High Net Worth Clients
$500,000
Min Client Size
#42 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Shp Wealth Management, LLC
Plymouth, MA
$21,250
Annual Fee on $2M
1.06%
Fee Rate on $2M
$2.4M
Avg Client AUM
$1.1B
High Net Worth AUM
483
Number of High Net Worth Clients
$1M
Min Client Size
#43 Lowest-Fee RIA in Massachusetts for $2M Portfolios
F.L.Putnam Investment Management Co.
Lynnfield, MA
$22,000
Annual Fee on $2M
1.10%
Fee Rate on $2M
$4.7M
Avg Client AUM
$7.0B
High Net Worth AUM
1,488
Number of High Net Worth Clients
$750,000
Min Client Size
#44 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Little House Capital, LLC
Braintree, MA
$22,000
Annual Fee on $2M
1.10%
Fee Rate on $2M
$3.6M
Avg Client AUM
$518M
High Net Worth AUM
144
Number of High Net Worth Clients
Not Available
Min Client Size
#45 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Armstrong Advisory Group Inc.
Needham, MA
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$1.9M
Avg Client AUM
$1.4B
High Net Worth AUM
741
Number of High Net Worth Clients
$400,000
Min Client Size
#46 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Cabot Wealth Management
Beverly, MA
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$1.9M
Avg Client AUM
$1.2B
High Net Worth AUM
636
Number of High Net Worth Clients
$500,000
Min Client Size
#47 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Natixis Advisors, LLC
Boston, MA
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$1.3M
Avg Client AUM
$72.6B
High Net Worth AUM
54,818
Number of High Net Worth Clients
$250,000
Min Client Size
#48 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Svb Wealth
Boston, MA
$24,000
Annual Fee on $2M
1.20%
Fee Rate on $2M
$4.2M
Avg Client AUM
$2.2B
High Net Worth AUM
530
Number of High Net Worth Clients
Not Available
Min Client Size
#49 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Baldwin Wealth Partners, LLC
Marion, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$5.4M
Avg Client AUM
$2.0B
High Net Worth AUM
366
Number of High Net Worth Clients
$1M
Min Client Size
#50 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Boston Financial Management LLC
Boston, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$5.7M
Avg Client AUM
$4.4B
High Net Worth AUM
779
Number of High Net Worth Clients
$2M
Min Client Size
#51 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Choate Investment Advisors
Boston, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$18.1M
Avg Client AUM
$9.4B
High Net Worth AUM
519
Number of High Net Worth Clients
Not Available
Min Client Size
#52 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Eagleclaw Capital Management LLC
Boston, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$2.8M
Avg Client AUM
$724M
High Net Worth AUM
263
Number of High Net Worth Clients
$350,000
Min Client Size
#53 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Great Point Wealth Advisors, LLC
Boston, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$2.4M
Avg Client AUM
$580M
High Net Worth AUM
245
Number of High Net Worth Clients
$1M
Min Client Size
#54 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Wingate Wealth Advisors, Inc.
Lexington, MA
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$3.5M
Avg Client AUM
$1.3B
High Net Worth AUM
355
Number of High Net Worth Clients
$2M
Min Client Size
#55 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Stablepoint Partners, LLC
Braintree, MA
$27,500
Annual Fee on $2M
1.38%
Fee Rate on $2M
$3.0M
Avg Client AUM
$798M
High Net Worth AUM
263
Number of High Net Worth Clients
Not Available
Min Client Size
#56 Lowest-Fee RIA in Massachusetts for $2M Portfolios
One Charles Private Wealth
Hingham, MA
$28,000
Annual Fee on $2M
1.40%
Fee Rate on $2M
$4.2M
Avg Client AUM
$813M
High Net Worth AUM
194
Number of High Net Worth Clients
$400,000
Min Client Size
#57 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Centerpoint Advisors, LLC
Needham, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.3M
Avg Client AUM
$663M
High Net Worth AUM
201
Number of High Net Worth Clients
Not Available
Min Client Size
#58 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Claro Advisors Inc.
Boston, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.6M
Avg Client AUM
$941M
High Net Worth AUM
362
Number of High Net Worth Clients
Not Available
Min Client Size
#59 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Cw Advisors, LLC
Boston, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$4.0M
Avg Client AUM
$13.0B
High Net Worth AUM
3,257
Number of High Net Worth Clients
$1M
Min Client Size
#60 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Hoopoe Advisors
Boston, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.3M
Avg Client AUM
$531M
High Net Worth AUM
236
Number of High Net Worth Clients
Not Available
Min Client Size
#61 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Montis Financial, LLC
Waltham, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.8M
Avg Client AUM
$1.1B
High Net Worth AUM
303
Number of High Net Worth Clients
Not Available
Min Client Size
#62 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Moors & Cabot, Inc.
Boston, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$1.2M
Avg Client AUM
$2.2B
High Net Worth AUM
1,889
Number of High Net Worth Clients
$50,000
Min Client Size
#63 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Msa Financial
Braintree, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.3M
Avg Client AUM
$1.1B
High Net Worth AUM
474
Number of High Net Worth Clients
Not Available
Min Client Size
#64 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Shepherd Financial Partners, LLC
Winchester, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.3M
Avg Client AUM
$1.1B
High Net Worth AUM
344
Number of High Net Worth Clients
Not Available
Min Client Size
#65 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Wainwright Investment Counsel LLC
Boston, MA
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$15.7M
Avg Client AUM
$1.7B
High Net Worth AUM
108
Number of High Net Worth Clients
Not Available
Min Client Size
#66 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Catalyst Financial Partners
Boston, MA
$38,000
Annual Fee on $2M
1.90%
Fee Rate on $2M
$4.6M
Avg Client AUM
$1.6B
High Net Worth AUM
347
Number of High Net Worth Clients
$1M
Min Client Size
#67 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Commonwealth Financial Network
Waltham, MA
$39,375
Annual Fee on $2M
1.97%
Fee Rate on $2M
$2.6M
Avg Client AUM
$108.7B
High Net Worth AUM
41,874
Number of High Net Worth Clients
$25,000
Min Client Size
#68 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Carr Financial Group
Worcester, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$3.3M
Avg Client AUM
$606M
High Net Worth AUM
183
Number of High Net Worth Clients
Not Available
Min Client Size
#69 Lowest-Fee RIA in Massachusetts for $2M Portfolios
New Harbor Financial Group, LLC
Worcester, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.0M
Avg Client AUM
$563M
High Net Worth AUM
282
Number of High Net Worth Clients
$500,000
Min Client Size
#70 Lowest-Fee RIA in Massachusetts for $2M Portfolios
New World Advisors LLC
Hingham, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$8.4M
Avg Client AUM
$877M
High Net Worth AUM
105
Number of High Net Worth Clients
Not Available
Min Client Size
#71 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Pallas Capital Advisors, LLC
Braintree, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$7.7M
Avg Client AUM
$3.6B
High Net Worth AUM
474
Number of High Net Worth Clients
Not Available
Min Client Size
#72 Lowest-Fee RIA in Massachusetts for $2M Portfolios
The Patriot Financial Group, LLC
Walpole, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.4M
Avg Client AUM
$886M
High Net Worth AUM
371
Number of High Net Worth Clients
Not Available
Min Client Size
#73 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Winthrop Wealth
Boston, MA
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$3.4M
Avg Client AUM
$2.5B
High Net Worth AUM
743
Number of High Net Worth Clients
Not Available
Min Client Size
#74 Lowest-Fee RIA in Massachusetts for $2M Portfolios
Integrated Wealth Concepts LLC
Waltham, MA
$45,000
Annual Fee on $2M
2.25%
Fee Rate on $2M
$1.4M
Avg Client AUM
$13.1B
High Net Worth AUM
9,250
Number of High Net Worth Clients
Not Available
Min Client Size
Disclaimer: Fee calculations are based on the most recently
published SEC Form ADV Part 2A filings. Actual fees may vary based on account
size, relationship, and negotiation. This is not investment advice.