| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable in limited circumstances.
100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090
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Learn about disclosures →James serves as a trustee for a corporate retirement plan, conducted from the branch location. This activity is investment-related.