| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
90 Beach Street, Westerly, RI, 02891
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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 →Matthew is involved with several organizations, including Veritas Prep Charter School, Longmeadow Boys Lacrosse Association, New England Public Media, GammaRoad Capital Partners, Growgenics LLC, and Mayo Beach Brands LLC. He dedicates a few hours per week to most of these roles, with about 10-20% of his time spent as President and COO of GammaRoad Capital Partners.