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Kristopher Brassard

12 Years of Experience
Boston, MA
1 DisclosureBroker

Kristopher Brassard is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 12 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,053 clients with $85B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
115 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.

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Location

One Post Office Square, Boston, MA, 02109

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History

Regulatory History (1)
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Criminal
May 2009
Final Disposition
Employment History
Current Registrations
Eaton Vance Management
January 2016 - Present · 10 yrs 6 mos
Eaton Vance Distributors, INC.
December 2015 - Present · 10 yrs 7 mos
Eaton Vance Distributors, INC.Broker
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
Park Avenue Securities LLCBroker
May 2015 - November 2015 · 6 mos
Mcadam LLC
October 2014 - May 2015 · 7 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - May 2015 · 7 mos
Voya Financial Advisors, INC.
February 2014 - October 2014 · 8 mos
Voya Financial Advisors, INC.Broker
September 2013 - October 2014 · 1 yr 1 mo
State Registrations16 states
CTDCDEIAILMAMDMENHNJNYPARIVAVTWV
AdvisorBrokerBoth

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.