CD
CFA
CD
CFA

Christopher Sean Deeley

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Grimes & Company
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Adviser Investments
February 2017 - December 2017 · 10 mos
Braver Wealth Management, LLC
October 2016 - February 2017 · 4 mos
Lmcg Investments, LLC
July 2009 - February 2016 · 6 yrs 7 mos
Munder Lee Investments LTD
May 2008 - August 2009 · 1 yr 3 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.