Assets Under Management
$335.5M
Number of Clients
72
Number of Advisors
4
Average Client AUM
$4.7M
AUM per Advisor
$83.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
U.S. Boston provides portfolio review, analysis, and construction; asset allocation and security selection; and account monitoring. They customize investment strategies to each client’s unique situation and objectives, considering their life aspirations, financial circumstances, and investment goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees can be negotiated or modified at U.S. Boston's discretion.
55 Old Bedford Road, Suite 202, Lincoln, MA, 01773