Charles-Frederick Boit
Charles-Frederick Boit is a CFA-designated registered investment advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, based in Boston, MA, with 24 years of industry experience. Charles-Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,290 clients with $13B 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 $3.0M | 0.90% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.30% |
In addition to the principal fee based on assets under management, a 5.00% income fee is charged on all interest and dividends collected. Certain security types are excluded when calculating the principal fee.
Fee Estimator
Location
230 Congress Street, Boston, MA, 02110
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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 →Other Business Activities
Charles-Frederick is primarily engaged in managing fiduciary (trust) accounts as a partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. He also serves as a director of Loring Wolcott & Coolidge Office, Inc. and as a manager of Loring, Wolcott & Coolidge Trust, LLC.
Employment History
Current Registrations
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
State Registrations1 state
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
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