Adam Ochlis is a registered investment advisor at Ballentine Partners, based in Waltham, MA, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 353 clients with $15B 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 |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
230 3rd Ave, 6th Floor, Waltham, MA, 02451
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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 →Other Business Activities
Adam is a committee member for Combined Jewish Philanthropies and a member of the Scholarship Committee. This activity is not investment-related.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Ballentine Finn & CO INC
State Registrations3 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.
Exams
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