Choate Investment Advisors provides investment advisory services, financial planning, and wealth management to high net worth individuals, trusts, charitable foundations, donor advised funds, and endowments. ChoateIA believes asset allocation is the primary determinant of long-term investment performance. They manage money on a discretionary basis, tailoring the investment strategy to each client’s needs. ChoateIA also advises three private investment funds.
Assets Under Management$8.9B
Clients657
Advisors16
Avg. per Client$14M
Avg. per Advisor$550M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable in limited circumstances, usually based on the amount of aggregate assets in, or expected to be added to, related accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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