Assets Under Management
$627.1M
Number of Clients
125
Number of Advisors
5
Average Client AUM
$5.0M
AUM per Advisor
$125.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Boston Research and Management provides investment advisory services for individuals, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and other business entities. They offer customized investment management solutions and financial planning services upon request, without charging a separate fee for financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for accounts $100,000,000 and above. The fee for the $100,000,000 and above tier uses the previous tier's fee percentage as the starting point for negotiation.
40 Beach Street, Suite 200, Manchester, MA, 01944-1464