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Calvin Chicoine

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
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Location

35E Industrial Way, Rochester, NH, 03867

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Calvin is a part owner (49%) of MidCoast SLP, a speech and language therapy practice, since April 2023. He dedicates minimal time to the business, primarily in an advisory capacity, focusing on strategy and financial aspects.

Employment History
Current Registrations
Ballentine Partners
April 2016 - Present · 9 yrs 10 mos
State Registrations4 states
FLMAMENH
Advisor
Exams
No exam information available for this advisor.