| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
103 West Park St., Lee, MA, 01238
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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 →Marianne is an AVP of Private Banking and Trust Services at Lee Bank, dedicating nearly full-time hours to this role. She also serves as Treasurer for the Non-Profit Center of the Berkshires, spending minimal time per week in this unpaid, volunteer position.