PortfoliosBoston offers investment management and consulting services. Investment planning is tailored to each client's needs, wishes, risk tolerance, and questions. PortfoliosBoston primarily uses stocks, bonds, mutual funds, closed-end mutual funds, and exchange-traded funds. Investments are selected by Margaret McNabb but must be approved by the client.
Assets Under Management$19M
Clients22
Advisors1
Avg. per Client$880K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
PortfoliosBoston charges an annual management fee based on the value of your portfolio. The fee is determined once per year and withdrawn quarterly from client accounts. Retirement accounts are combined with non-retirement accounts to get the lowest possible fee.
The fees are:
- All IRA assets: 0.85%
- Non-IRA Assets:
- $100,000 (or below) to $200,000: 2% for individual stocks, 1.5% for managed investments or bonds
- $200,001 to $500,000: 1.75% for individual stocks, 0.85% for managed investments or bonds
- $500,001 to $1,000,000: 1.5% for individual stocks, 0.75% for managed investments or bonds
- $1,000,001 to $2,000,000: 0.75%
- $2,000,000+: 0.55%
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