Caitlin Appleton is a registered investment advisor at South Shore Capital Advisors, LLC, based in Boston, MA, with 11 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 96 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for additional assets.
Fee Estimator
Location
100 Franklin Street, Suite 403, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
South Shore Capital Advisors, LLC
Previous Registrations
Credit Suisse Securities (USA) LLC
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations1 state
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