Richard Boretti
Richard Boretti is a registered investment advisor at Collaborative Wealth Advisors, LLC, based in Westford, MA, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 142 clients with $76M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Minimum annual fee is $500 with a minimum account value of $200,000. Alternatively, the firm may charge an annual fixed fee, ranging from $1,500 to $15,000 payable quarterly.
Fee Estimator
Location
234 Littleton Rd., Suite 1A, Westford, MA, 01886
Get directionsHistory
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 →Other Business Activities
Richard is a Certified Public Accountant (CPA).
Employment History
Current Registrations
Collaborative Wealth Advisors, LLC
Previous Registrations
New England Securities Corporation
State Registrations2 states
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