Minot DeBlois Advisors offers investment management and advice to various clients, including trusts, endowments, charities, and individuals. They provide both discretionary and non-discretionary services, tailoring investment strategies to each client's circumstances, considering factors like risk tolerance and tax status. Their investment approach is based on fundamental company research and a "buy and hold" strategy, primarily investing in liquid common stocks, mutual funds, and government/investment-grade corporate bonds.
Assets Under Management$1.8B
Clients207
Advisors1
Avg. per Client$8.9M
Avg. per Advisor$1.8B
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.70% |
| $2.5M+ | 0.50% |
Fees may be subject to negotiation on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...