Jon Duane is a registered investment advisor at Brock Hill Wealth Management, based in Newton, MA, with 1 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 55 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brock Hill Wealth Management charges a maximum of 1.95% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Adjustments are made for deposits and withdrawals during the quarter.
Location
Newton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a partner/owner at Hoye & Duane PC, a real estate law firm, dedicating nearly full-time hours to reviewing contracts and handling closings since 2018. Jon is also an attorney at Thomas F. Williams and Associates, another real estate law firm, but currently spends no time on this activity since 2013.
Employment History
Current Registrations
Brock Hill Wealth Management
State Registrations1 state
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