Alexander Castrichini is a registered investment advisor at Cabot Wealth Management, based in Beverly, MA, with 14 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 650 clients with $1.1B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. Bond or ETF portfolios may be charged a lower fee than portfolios that consist of individual equity securities. Clients using Cabot Wealth Management's tax preparation service may pay a higher fee. Some clients may have a fee schedule that predates the current fee schedule and as a result will pay Cabot Wealth Management a higher or lower fee than reflected on this schedule.
Fee Estimator
Location
48 Dunham Ridge Rd, Suite 2000, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Cabot Wealth Management
Previous Registrations
Resources Investment Advisors
Triad Advisors LLCBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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