Mark Cacciola is a CFA-designated registered investment advisor at Sawyer & CO INC, based in Boston, MA, with 3 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 223 clients with $310M 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 | 0.95% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fees are negotiable under unusual circumstances.
Fee Estimator
Location
50 Congress Street, Boston, MA, 02109
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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
Sawyer & CO INC
State Registrations1 state
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