Kelly Birchmore is a registered investment advisor at Cabot Wealth Management, based in Beverly, MA. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 650 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. Bond or ETF portfolios may be charged a lower fee than portfolios that consist of individual equity securities. Clients using Cabot Wealth Management's tax preparation service may pay a higher fee. Some clients may have a fee schedule that predates the current fee schedule and as a result will pay Cabot Wealth Management a higher or lower fee than reflected on this schedule.
Fee Estimator
Location
48 Dunham Ridge Rd, Suite 2000, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cabot Wealth Management
State Registrations2 states
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