Steven Dray is a CFA, CFP-designated registered investment advisor at Zevin Asset Management, LLC, based in Boston, MA, with 9 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing, Tax Planning. Their firm serves 406 clients with $890M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.45% |
Fee levels, minimum annual fees, and minimum account sizes are negotiable. For Goldman Sachs clients that come to Zevin directly the fee is 1% of the market value of the portfolio, billed quarterly in arrears. Zevin has negotiated lower fees for clients that come to Goldman Sachs via other financial professionals.
Fee Estimator
Location
2 Oliver Street, Suite 806, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zevin Asset Management, LLC
State Registrations1 state
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