David Kopack
David Kopack is a registered investment advisor at Boston Investment Trust Management, INC., based in Bridgewater, MA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 22 clients with $4.6M 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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
A minimum of $500,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Boston Investment Trust Management Inc's advisory fees are not negotiable.
Fee Estimator
Location
54 Main Street, Bridgewater, MA, 02324
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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
Boston Investment Trust Management, INC.
Previous Registrations
Boston Investment Trust Management, INC.
State Registrations2 states
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