| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on the client's unique situation.
93 Worcester Street, Suite 101, Wellesley, MA, 02481
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Learn about disclosures →Roberto is a notary public for the Commonwealth of Massachusetts, dedicating minimal time to this activity. He also holds an inactive real estate salesperson license.