Stilson Tomita is a ChFC-designated registered investment advisor at Bay Colony Advisors, based in Concord, MA, with 44 years of industry experience. Stilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stilson is the President and Treasurer of Infinity Group, Inc., a marketing DBA, and an independent insurance agent. He also serves as a trustee/volunteer for the Morikama Museum and on the Advisory Board for Florida Atlantic University, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Claro Advisors, LLC
Mutual Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
New England SecuritiesBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations2 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.