JB
CFP
JB
CFP

James Joseph Barrett

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $7.0M0.75%
$7.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Technology Drive, Suite 100, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Grimes & Company
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
January 2014 - July 2015 · 1 yr 6 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.