LJ
LJ

Louisa Jacquinto

2 Years of Experience
Boston, MA

Louisa Jacquinto is a registered investment advisor at Reynders, Mcveigh Capital Management, LLC, based in Boston, MA, with 2 years of industry experience. Louisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 779 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
779 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

Management fees are negotiable based upon circumstances and relationships with clients.

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

10 Post Office Square, Suite N1010, Boston, MA, 02109

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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
Reynders, Mcveigh Capital Management, LLC
May 2023 - Present · 2 yrs 11 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.