Joseph Beauchaine is a CFP-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in Boston, MA, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
100 Federal Street, 37th Floor, Boston, MA, 02110
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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 Activities
Joseph serves as Trustee for the Harriet k Choi 1998 Trust since March 2021, dedicating minimal time to this non-compensated activity.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
State Registrations4 states
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