Overview
- Headquarters
- Needham, MA
- Total Firm Assets
- $211 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $400,000
Fee Disclosure
Source: ADV PART 2A 2013 (2026-03-05)
· View brochure text
Latest filing: ADV PART 2B 2013 (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $4,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 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
- 91.30%
- Number of High-Net-Worth Clients
- 70
- Total Client Accounts
- 131
- Discretionary Accounts
- 130
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 136851
- ADV PART 2A 2013 (2026-03-05) (fee schedule source) · View brochure text
- ADV PART 2B 2013 (2026-03-05) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗