U.S. Boston Capital Corporation provides customized investment planning and management, portfolio reviews, and financial planning services. Founded in 1969, the firm focuses on creating personalized investment strategies by evaluating each client's goals, tax situation, liquidity needs, and risk tolerance. U.S. Boston Capital Corporation builds diversified portfolios primarily using mutual funds and exchange-traded funds rather than individual stocks or bonds. In addition to investment management, the firm offers comprehensive financial planning covering retirement, taxes, insurance, estate planning, budgeting, and strategic business consulting for family-owned businesses. Clients approve all investment decisions before trades are executed, as the firm manages accounts on a non-discretionary basis.
Fee Structure
U.S. Boston Capital Corporation charges an annual management fee based on a percentage of your portfolio's value, which decreases as the amount you invest increases:
- First $1 million — 0.75% per year
- Next $1 million — 0.60% per year
- Next $3 million — 0.55% per year
- Next $5 million — 0.45% per year
- Next $15 million — 0.40% per year
- Next $25 million — 0.25% per year
- Over $50 million — 0.10% per year
For portfolio monitoring services where they review portfolios managed elsewhere or by the client, they charge 0.05% of assets per year. Fees are billed quarterly in arrears based on the average daily balance of the account.