Benjamin Holcombe is a registered investment advisor at Appleton Partners, INC., based in Boston, MA, with 14 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6,411 clients with $13B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $625. Fixed income accounts typically assessed a lower advisory fee than equity and balanced accounts.
Fee Estimator
Location
One Post Office Square, 5th Floor, Boston, MA, 02109
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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 →Employment History
Current Registrations
Appleton Partners, INC.
Previous Registrations
Appleton Partners,inc.
Morgan Stanley
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Investment Counseling
Federated Securities CORP.
State Registrations1 state
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.