Alison Difonzo is a registered investment advisor at Breckinridge Capital Advisors INC, based in Boston, MA, with 7 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18,559 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Breckinridge negotiates investment advisory fees, which vary based on asset levels, service requirements, and other factors. Fees are calculated either by Breckinridge or the client, based on the market value of securities. Clients may receive lower rates due to householding or accessing Breckinridge through intermediaries. The standard fee payment is quarterly, in arrears, either deducted from the client's custodial account or invoiced. Clients are responsible for verifying their fees. Employees, their family members and friends, and former employees may be offered lower or no advisory fees.
Location
125 High Street, Suite 431, Boston, MA, 02110-1529
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Breckinridge Capital Advisors INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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