Boylston Capital Management

Fee-Only (% of Portfolio)

Boylston Capital Management (BCM) is a small firm specializing in managing investment portfolios and providing general financial planning advice, including tax, insurance, retirement, and estate planning. BCM considers each client’s financial situation, including employment status, cash reserves, retirement account values, age, retirement date, other income sources, and risk tolerance to develop an appropriate investment portfolio. BCM monitors and adjusts client portfolios according to the agreed-upon investment strategy. BCM uses general securities (stocks & bonds), mutual funds (including ETFs and MLPs), government securities, and options.

Assets Under Management$4.3M
Clients9
Advisors1
Avg. per Client$480K
Avg. per Advisor$4.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is 1.5% for stock only and balanced portfolios and 0.5% for income only bond portfolios.

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Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Boylston Capital Management | TrueAdvisor