Calvin Chicoine is a registered investment advisor at Ballentine Partners, based in Rochester, NH, with 10 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 353 clients with $15B 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 |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
35E Industrial Way, Rochester, NH, 03867
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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.
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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
State Registrations4 states
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
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