Boston Research and Management (BRM) offers investment advice to individuals, high net-worth individuals, trusts, estates, retirement plans, charities, and other businesses. BRM creates custom investment strategies based on each client's financial situation, risk tolerance, and goals. BRM primarily uses individual stocks and bonds, exchange traded funds, low-cost mutual funds, and certificates of deposit. BRM also offers financial planning services upon request, covering areas like estate, retirement, and tax planning.
Assets Under Management$630M
Clients125
Advisors6
Avg. per Client$5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 over $100,000,000. A minimum annual fee of $10,000 is generally applied to accounts less than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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