Devens Wealth offers wealth management services to individuals, high net worth individuals, trusts, and estates. These services include investment management using low-cost exchange-traded funds (ETFs) and financial planning. Devens Wealth works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. Financial planning services are included as part of the wealth management services.
Assets Under Management$3.5M
Clients8
Advisors1
Avg. per Client$440K
Avg. per Advisor$3.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Devens Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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