| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
One Technology Drive, Suite 100, Westborough, MA, 01581
Get directionsEmily is an independent insurance agent, dedicating about 10% of her time to fixed insurance sales. She also serves in various roles, including financial advisor at Grimes & Company, assistant treasurer for the New England Botanical Garden, steering committee member for the McNulty Women's Institute, and investment committee member for the Worcester Art Museum.