| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.65% |
These are the Equity/Balanced Wrap Fee Schedule. Fixed Income Wrap Fee Schedule is also available.
143 North Main Street, Concord, NH, 03301
Get directionsNo 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 →Alan is a self-employed pianist/organist/keyboardist since 1990, dedicating a few hours per week to this activity. He is also the Director of Sacred Music for St. Andre Bessette Parish, spending about half his time in this role.