Jamie Upson is a CFP-designated registered investment advisor at Stonehearth Capital Management, based in Danvers, MA, with 21 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 509 clients with $390M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable under certain circumstances (e.g., friends, family members, and employees of the Advisor).
Fee Estimator
Location
100 Conifer Hill Drive, Ste 105, Danvers, MA, 01923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stonehearth Capital Management
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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