Amy Qiu is a CFP-designated registered investment advisor at Choate Investment Advisors, based in Boston, MA, with 12 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 657 clients with $8.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable in limited circumstances, usually based on the amount of aggregate assets in, or expected to be added to, related accounts.
Fee Estimator
Location
Two International Place, Suite 3000, Boston, MA, 02110
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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
Choate Investment Advisors
Previous Registrations
Welch & Forbes LLC
Reynders, Mcveigh Capital Management, LLC
Athena Capital Advisors LLC
Morgan Stanley
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.