Cabot Wealth Management, Inc. offers personalized portfolio management and wealth management services, including estate planning reviews, tax planning, and financial planning. Cabot Wealth Management tailors investment portfolios using a mix of individual stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific objectives, risk tolerance, time horizon, and goals. The firm serves high-net-worth individuals, endowments, non-profits, and business clients. Cabot Wealth Management may also recommend third-party managers or model portfolios, such as those utilizing sub-advisory services from 55ip, to complement a 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 subject to negotiation and may be adjusted based on the depth and complexity of investment and financial planning services. Fees for accounts over $10,000,000 are negotiable.