| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships under $500,000 are charged 1.25%.
37 Derby Street, Suite 5, Hingham, MA, 02043
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Learn about disclosures →Deirdre serves as a co-trustee with Mellon Financial on her sister's special needs trust. This activity is not investment-related.