Jean Qiu is a registered investment advisor at The Bollard Group LLC, based in Boston, MA, with 7 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 23 clients with $6.8B 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 | 0.80% |
Fees are negotiable. Minimum annual fee is $75,000. Similar services may be available from other advisors for similar or lower fees.
Fee Estimator
Location
One Joy Street, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Bollard Group LLC
State Registrations2 states
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