Boston Standard Wealth Management helps individuals meet their financial goals through investment management and financial planning. They gather information about your finances, goals, and risk tolerance to propose an investment approach. They manage portfolios on a discretionary basis, meaning they can make trades without asking you first. Financial planning covers retirement, education, debt, tax, insurance, and estate planning.
Assets Under Management$650M
Clients393
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $750K | 1.00% |
| $750K - $1.8M | 0.85% |
| $1.8M - $3.5M | 0.75% |
| $3.5M - $5.3M | 0.65% |
| $5.3M - $8.6M | 0.55% |
| $8.6M - $12.0M | 0.45% |
| $12M+ | 0.35% |
Fees are generally not negotiable, but the firm reserves the right to negotiate a fixed fee or waive financial planning fees under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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