Andressa Tsaparlis is a registered investment advisor at Breckinridge Capital Advisors INC, based in Boston, MA, with 3 years of industry experience. Andressa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 18,447 clients with $54B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Breckinridge Capital Advisors charges investment management fees based on a percentage of the value of your portfolio. Because the firm primarily works through intermediaries and wrap fee programs, specific fee schedules and rates vary by client and strategy. Clients generally pay fees quarterly in arrears, and fees are either deducted directly from custodial accounts or invoiced.
Location
125 High Street, Suite 431, Boston, MA, 02110-1529
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Breckinridge Capital Advisors INC
State Registrations1 state
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