Frequently Asked Questions
We are a fee only investment advisor meaning the only compensation we receive is the asset based fee charged on the assets under management. We do not receive any commissions or other compensation from third party vendors.
Our clients currently custody their assets through TD Ameritrade but we have systems in place should you have a need to keep your assets with a different firm.
Each relationship is a little bit different requiring varying levels of service. Please reach out to us directly if you are interested in speaking in more depth about what services may be appropriate for you or you would like to receive a copy of or firm brochure which outlines all details about the firm including the various fee options we offer.
While we are based in Boston, the technology solutions we have in place allow us to work with people throughout the country while still maintaining the same client experience. Please reach out to us to make sure we are registered in your jurisdiction.
We do not sell any insurance products. We provide unbiased fee-based advice and while this sometimes involves the recommendation to purchase insurance we think it is important to remain independent from this business. We would be happy to provide you with referrals to other insurance providers but we do not receive additional compensation for these referrals.
Go to the Clients section to access your accounts at TD Institutional or access our customized client portal.
Give us a call or email us to set up a confidential initial consultation.
If you have any additional questions please reach out to us directly. We strive to be as transparent as possible so no question is too large or small.