Overview
- Headquarters
- Springfield, MA
- Total Firm Assets
- $3.8 billion
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
Fee Disclosure
Source: AUGUST 2020 (2025-03-26)
· View brochure text
Latest filing: AUGUST 2020 (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | and above | 0.60% |
Stated Minimum Annual Fee: $100
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | $46,125 | 0.92% |
| $10 million | $76,125 | 0.76% |
| $50 million | $316,125 | 0.63% |
| $100 million | $616,125 | 0.62% |
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
- 59.88%
- Number of High-Net-Worth Clients
- 1,909
- Total Client Accounts
- 6,722
- Discretionary Accounts
- 6,588
- Non-Discretionary Accounts
- 134
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 155186
- AUGUST 2020 (2026-03-27) · View brochure text
- AUGUST 2020 (2025-03-26) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗