Baystate Wealth Advisors (BWAL) provides ongoing portfolio management based on individual client goals and risk tolerance. BWAL creates investment plans and may manage accounts not directly held in their custody, such as 401(k)s, using a third-party platform. BWAL also offers financial planning covering investments, taxes, insurance, retirement, college, and debt. Estate planning services are offered as part of financial planning, utilizing outside vendors. BWAL also provides pension consulting services.
Assets Under Management$17M
Clients26
Advisors1
Avg. per Client$660K
Avg. per Advisor$17M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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