Overview
- Headquarters
- Sherborn, MA
- Total Firm Assets
- $382 million
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: PROCTOR BROCHURE PART 2A (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,500,000 | 1.00% |
| $1,500,001 | $2,500,000 | 0.88% |
| $2,500,001 | $5,000,000 | 0.76% |
| $5,000,001 | $10,000,000 | 0.64% |
| $10,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $12,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $45,300 | 0.91% |
| $10 million | $77,300 | 0.77% |
| $50 million | $277,300 | 0.55% |
| $100 million | $527,300 | 0.53% |
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
- 86.49%
- Number of High-Net-Worth Clients
- 90
- Total Client Accounts
- 839
- Discretionary Accounts
- 839
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 122021
- PROCTOR BROCHURE PART 2A (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗