| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5,000,000.
Fairhaven, MA
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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 →Paige is involved with several organizations, including the Anna B Stearns Foundation, Red Acre Farm Foundation, Unitarian Universalist Society of Fairhaven, Kelly Ochoa for School Committee, and Friends of the Cove. Her roles primarily involve board membership, investment oversight, and treasurer duties, each requiring minimal time commitment.