S & Co., Inc. provides investment advice to individuals (primarily high net worth individuals), trusts, estates, and charitable organizations. A substantial part of S & Co.'s business involves providing investment advice to trustees of revocable and irrevocable trusts to assist in the management of trust assets. Clients are primarily members of the Saltonstall family. S & Co. invests primarily in public equities and outside funds.
Fee Structure
S & Co. charges an annual fee based on the value of your portfolio and the income it generates. The fee is 14/20ths of 1 percent of the portfolio's value plus 5 1/2 percent of the income. This fee is paid quarterly. S & Co. may invest client assets in mutual funds or other pooled vehicles that impose additional fees.