Paula Chauncey is a CFA-designated registered investment advisor at Etre LLC, based in Boston, MA, with 23 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 60 clients with $190M 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 | 1.70% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.98% |
| $4.0M - $5.0M | 0.95% |
| $5.0M - $6.0M | 0.92% |
| $6.0M - $7.0M | 0.90% |
| $7.0M - $8.0M | 0.88% |
| $8M+ | 0.85% |
The fee structure for a particular relationship may be negotiable.
Fee Estimator
Location
306 Dartmouth Street, Suite 105, Boston, MA, 02116-2288
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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
Etre LLC
Previous Registrations
Etre LLC
State Registrations1 state
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