David Page is a registered investment advisor at Boston Harbor Investment Management, based in Bedford, MA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $17M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.89% |
| $5.0M - $7.0M | 0.77% |
| $7.0M - $12.0M | 0.74% |
| $12M+ | 0.69% |
Fees may be negotiable. The fees listed only apply when you request the services listed. Minimum Institutional Separate Account initial balance is generally $3,000,000. Exceptions to the Separate Account minimums above may be accepted and subject to a minimum quarterly or annual fee. Fees are based on AUM invested in underlying SELECT 40 strategy.
Fee Estimator
Location
110 Great Road, Suite 302, Bedford, MA, 01730-2729
Get directionsHistory
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 →Other Business Activities
David is the COO of IAMSCIENTIST, LLC, dedicating a few hours per week to this role. He is also a board member of ROCK SOLID PRODUCE, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Boston Harbor Investment Management
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.