| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for amounts over $5,000,000.
7 Grove Street, Suite 201, Topsfield, MA, 01983
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian is a manager at Huntwicke Financial, Inc., an owner and manager of commercial properties, and a manager at Ipswich Brewery Partners, a commercial real estate rental company. He is also the President of Huntwicke Capital Group, a holding company with no business operations, but he participates in the management of the underlying entities.