Assets Under Management
$1.1B
Number of Clients
650
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$151.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cabot Wealth Management offers portfolio management and wealth management services, including estate plan reviews, tax planning and preparation, and financial planning. Portfolios are structured based on individual client needs, risk tolerance, and goals, using a combination of individual stocks and bonds, mutual funds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be adjusted based on the depth and complexity of services offered. The fee for accounts over $10,000,000 is negotiable.
216 Essex Street, Salem, MA, 01970