Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
Fernwood Investment Management provides investment management services and personalized investment advice, creating custom portfolios based on client needs, risk tolerance, and time horizon. They manage traditional and non-traditional investments, aiming for above-market returns with below-market risk. They also manage private investment funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Discounts may be offered at the discretion of the managing member.
400 Crown Colony Drive, Suite 101, Quincy, MA, 02169