Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
201,647 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$574.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Parametric charges a fee based on a percentage of the assets they manage. The specific fee schedule and minimum account size vary depending on the investment strategy, product type, account size, how customized the account is, and the level of service required. Certain strategies are available to individual investors through financial intermediaries, who negotiate the fee with Parametric. Fees may be higher if the account requires more customization or other client requests. Participants in wrap programs should consult the brochure provided by their wrap sponsor.

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Location

One Post Office Square, Floor 21, Boston, MA, 02109

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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
Parametric Portfolio Associates
January 2022 - Present · 4 yrs 2 mos
Previous Registrations
Breckinridge Capital Advisors INC
May 2016 - January 2020 · 3 yrs 8 mos
Eaton Vance Management
July 2010 - March 2016 · 5 yrs 8 mos
Eaton Vance Distributors, INC.Broker
May 2010 - March 2016 · 5 yrs 10 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.