Reilly Dahlquist is a CFA-designated registered investment advisor at Windrose Advisors LLC, based in Waltham, MA, with 1 years of industry experience. Reilly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 149 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients also pay a 0.02% fee for reporting and data aggregation. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Watermill Center, 800 South Street, Suite 600, Waltham, MA, 02453
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Windrose Advisors LLC
State Registrations1 state
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