Emily Wood is a CFP-designated registered investment advisor at Grimes & Company, based in Westborough, MA, with 24 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,712 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Emily is an independent insurance agent, dedicating about 10% of her time to fixed insurance sales. She also serves in various roles, including financial advisor at Grimes & Company, assistant treasurer for the New England Botanical Garden, steering committee member for the McNulty Women's Institute, and investment committee member for the Worcester Art Museum.
Employment History
Current Registrations
Grimes & Company
Previous Registrations
Newedge Securities, LLCBroker
Securities Service Network, INC.Broker
UBS Painewebber INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.