Lee Eudy is a CFP-designated registered investment advisor at Boston Standard Wealth Management, LLC, based in Winchester, MA, with 14 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 393 clients with $650M 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 | 1.15% |
| $250K - $750K | 1.00% |
| $750K - $1.8M | 0.85% |
| $1.8M - $3.5M | 0.75% |
| $3.5M - $5.3M | 0.65% |
| $5.3M - $8.6M | 0.55% |
| $8.6M - $12.0M | 0.45% |
| $12M+ | 0.35% |
Fees are generally not negotiable, but the firm reserves the right to negotiate a fixed fee or waive financial planning fees under certain circumstances.
Fee Estimator
Location
31 Church St. # 3, Winchester, MA, 01890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Boston Standard Wealth Management, LLC
State Registrations1 state
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