John Olivieri
John Olivieri is a registered investment advisor at North Shore Wealth Management, based in Westford, MA, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2 clients with $1.9M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
506 Groton Rd, Westford, MA, 01886
Get directionsHistory
Regulatory History (1)
Criminal
August 2023Other Business Activities
John is an accountant who occasionally offers clients advice or products related to this activity. He also provides CFO services and owns an accounting business, spending about half his time on these activities.
Employment History
Current Registrations
North Shore Wealth Management
State Registrations1 state
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.