Todd Soloman is a CFA-designated registered investment advisor at Congress Asset Management Company, LLP, based in Boston, MA, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,097 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Congress Asset manages investments for a percentage of the assets they manage. The specific percentage is negotiable and varies based on factors like the amount of assets, client type, portfolio customization, and operational requirements. The annual fees for separately managed accounts typically range from 0.10% to 1.00%. A minimum of $100,000 of assets under management is generally required, but this may be negotiable.
Location
2 Seaport Lane, 5th Floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Congress Asset Management Company, LLP
State Registrations1 state
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