Quabbin Advisors offers financial planning and investment advice on a fee-only basis. Services include investment strategy, portfolio reviews, retirement planning, education savings, estate planning, debt management, risk management, cash flow analysis, budgeting, and insurance reviews. Quabbin Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$94M
Clients44
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard advisory fee is 0.15% of investable assets (minimum fee of $750) held at Schwab. Otherwise, the fee is 0.25% of investable assets with a minimum fee of $1,250. The annual fees may be negotiable and are pro-rated and paid in arrears on a quarterly basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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