| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable.
7 Grove Street, Suite 301, Topsfield, MA, 01983
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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 →Cynthia is an employee of Topsfield Financial Group since 2006. She also volunteers with Generous Gardeners, where she is a board member, dedicating about 10-20% of her time.