Catherine Smith is a CFA-designated registered investment advisor at Nobscot Investment Management LLC, based in Wellesley, MA, with 9 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management. Their firm serves 10 clients with $160M 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees are negotiable or may be waived at Nobscot's sole discretion.
Fee Estimator
Location
572 Washington Street, Suite 4, Wellesley, MA, 02482
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nobscot Investment Management LLC
State Registrations1 state
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