Zachary Bourque is a CFA-designated registered investment advisor at Minot Deblois Advisors LLC, based in Boston, MA, with 12 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 207 clients with $1.8B 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 $2.5M | 0.70% |
| $2.5M+ | 0.50% |
Fees may be subject to negotiation on a case-by-case basis.
Fee Estimator
Location
One Federal Street, 25th Floor, Boston, MA, 02110
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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
Minot Deblois Advisors LLC
State Registrations1 state
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