Mark Perry is a registered investment advisor at Choate Investment Advisors, based in Boston, MA, with 27 years of industry experience. Mark 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. Their firm serves 657 clients with $8.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable in limited circumstances, usually based on the amount of aggregate assets in, or expected to be added to, related accounts.
Fee Estimator
Location
Two International Place, Suite 3000, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Choate Investment Advisors
Previous Registrations
Lowell Blake & Associates INC.
National Asset Management, INC.
National Securities CorporationBroker
Winslow Wealth Management LLC
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.