| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable in limited circumstances.
100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Charles is a trustee for a family trust, which is not investment-related. He also works as a solicitor for registered investment advisors, referring clients and receiving a referral fee.