Alina Monisov

U.S. Boston Capital Corporation charges an annual management fee based on a percentage of your portfolio's value, which decreases as the amount you invest increases:

• First $1 million — 0.75% per year
• Next $1 million — 0.60% per year
• Next $3 million — 0.55% per year
• Next $5 million — 0.45% per year
• Next $15 million — 0.40% per year
• Next $25 million — 0.25% per year
• Over $50 million — 0.10% per year

For portfolio monitoring services where they review portfolios managed elsewhere or by the client, they charge 0.05% of assets per year. Fees are billed quarterly in arrears based on the average daily balance of the account.