Jeremy Distefano is a CFA-designated registered investment advisor at Cape Ann Capital, INC., based in South Hamilton, MA, with 9 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $200M 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 $1.0M | 0.80% |
| $1M+ | 0.20% |
Accounts below $450,000 pay a higher annual fee rate than 0.80%. Clients using custodians that do not link electronically to Orion will be charged 0.90% of assets on the first $1 million. Minimum monthly fee is $300. Fees are negotiable.
Fee Estimator
Location
South Hamilton, MA
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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
Cape Ann Capital, INC.
State Registrations1 state
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