Calvin Chicoine is a registered investment advisor at Ballentine Partners, based in Rochester, NH, with 9 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
35E Industrial Way, Rochester, NH, 03867
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Calvin is a part owner (49%) of MidCoast SLP, a speech and language therapy practice, since April 2023. He dedicates minimal time to the business, primarily in an advisory capacity, focusing on strategy and financial aspects.
Employment History
Current Registrations
Ballentine Partners
State Registrations4 states
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