GA
CFA
GA
CFA

Geeta Aiyer

14 Years of Experience
Boston, MA

Geeta Aiyer is a CFA-designated registered investment advisor at Boston Common Asset Management, LLC, based in Boston, MA, with 14 years of industry experience. Geeta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 332 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
332 clients
Average Client Portfolio
$10.8M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Boston Common offers investment management through separate accounts, mutual funds, and private commingled vehicles. Fees vary depending on the investment strategy and account size.

Separate Accounts: Fees are tiered based on the amount invested. Minimum account sizes apply.

Mutual Funds: Fees are a flat percentage of assets. Minimum investments apply.

Private Commingled Strategies: Fees are tiered based on the amount invested. Minimum account sizes apply. These are available only to accredited investors.

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Location

200 State Street, 7th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Boston Common Asset Management, LLC
March 2012 - Present · 14 yrs 2 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Geeta Aiyer - Financial Advisor | TrueAdvisor