Andrew Thompson is a CFP-designated registered investment advisor at Boston Common Asset Management, LLC, based in Boston, MA, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 332 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boston Common offers investment management through separate accounts, mutual funds, and private commingled vehicles. Fees vary depending on the investment strategy and account size.
Separate Accounts: Fees are tiered based on the amount invested. Minimum account sizes apply.
Mutual Funds: Fees are a flat percentage of assets. Minimum investments apply.
Private Commingled Strategies: Fees are tiered based on the amount invested. Minimum account sizes apply. These are available only to accredited investors.
Location
200 State Street, 7th Floor, Boston, MA, 02109
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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 →Employment History
Current Registrations
Boston Common Asset Management, LLC
Previous Registrations
Quasar Distributors, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations2 states
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.