U.S. Boston provides investment planning and management services, including portfolio review, analysis, construction, asset allocation, and security selection. They customize investment strategies to each client's unique situation, considering their life aspirations, financial circumstances, investment objectives, and liquidity requirements. U.S. Boston uses mutual funds and ETFs for diversification and monitors asset allocation to reflect changing client needs and market dynamics.
Assets Under Management$360M
Clients97
Advisors3
Avg. per Client$3.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Fees may be negotiable or modified at U.S. Boston's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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