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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 1.5% for stock only and balanced portfolios and 0.5% for income only bond portfolios.