Aimee Korch is a registered investment advisor at Breckinridge Capital Advisors INC, based in Boston, MA, with 18 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 18,447 clients with $54B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Breckinridge Capital Advisors charges investment management fees based on a percentage of the value of your portfolio. Because the firm primarily works through intermediaries and wrap fee programs, specific fee schedules and rates vary by client and strategy. Clients generally pay fees quarterly in arrears, and fees are either deducted directly from custodial accounts or invoiced.
Location
125 High Street, Suite 431, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Breckinridge Capital Advisors INC
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Deawm Distributors, INC.Broker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
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
More Advisors
- Christopher Goolgasian, CFABreckinridge Capital Advisors INC
- Jeffrey Glenn, CFABreckinridge Capital Advisors INC
- Joshua Perez, CFABreckinridge Capital Advisors INC
- Eric Haase, CFABreckinridge Capital Advisors INC
- Chase Stratton, CFABreckinridge Capital Advisors INC
- Paul Scleparis, CFAScs Capital Management LLC