Boston Portfolio Advisers (BPA) manages investments for individuals and families. BPA focuses on diversifying investments and managing risk. Client accounts primarily hold investments in mutual funds and exchange-traded funds, with larger accounts potentially holding individual stocks and bonds. BPA does not engage in market timing or financial planning, but manages accounts based on individual client goals and risk tolerance.
Assets Under Management$98M
Clients97
Advisors2
Avg. per Client$1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation in limited circumstances. The last two breakpoints do not apply to individual stock management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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