Cabot Wealth Management offers investment portfolio management and wealth management services, including estate plan reviews, tax planning, and financial planning. Investment portfolios are structured based on individual client needs, risk tolerance, and goals, using a mix of individual stocks and bonds, mutual funds, and exchange-traded funds. Cabot Wealth Management also monitors portfolios and evaluates the appropriateness of each client's strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $10,000,000. Bond or ETF portfolios may be charged a lower fee than portfolios that consist of individual equity securities. Clients using Cabot Wealth Management's tax preparation service may pay a higher fee. Some clients may have a fee schedule that predates the current fee schedule and as a result will pay Cabot Wealth Management a higher or lower fee than reflected on this schedule.