Boston Investment Trust Management provides ongoing investment advice based on individual client needs, managing portfolios with discretion. They also offer financial planning, evaluating a client's financial situation to predict future outcomes and create a detailed plan. Consulting services are available for focused advice on specific topics like estate or retirement planning. Recommendations are not limited to specific products and are generic in nature.
Assets Under Management$4.6M
Clients22
Advisors1
Avg. per Client$210K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
A minimum of $500,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Boston Investment Trust Management Inc's advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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