| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
Wayland, MA
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Learn about disclosures →Marilyn works as an associate at the law firm Cushing & Dolan, P.C., dedicating nearly full-time hours. She also offers non-investment related assistance with tax preparation, bookkeeping, and estate planning through Beacon Light Planning, LLC, and is an independent insurance producer, while also assisting in her husband's business about 10-20% of her time.