Beaton Management CO INC
Assets Under Management
$394.4M
Number of Clients
145
Number of Advisors
N/A
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Beaton Management offers wealth management services, working with clients to define financial objectives and develop strategies to achieve them. The firm is compensated solely by client fees and does not receive commissions. Beaton Management manages assets held by independent custodians and is not affiliated with brokerage, insurance, or banking industries. They may recommend other professionals like lawyers or accountants at the client's request.
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.80% |
| $300K - $500K | 0.60% |
| $500K+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
150 Summer Street, Haverhill, MA, 01830-6032
0 Advisors at this firm
No advisors found for this firm.