Advisor at Boston Investment Trust Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Boston Investment Trust Management, Inc.
Location
Bridgewater, MA 02324
Credentials
Series 63, Series 65
Industry experience
19 years
David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.
Based on Boston Investment Trust Management, Inc.
$0 - $500,000: 2.5% $501,000 - $1,000,000: 2.0% $1,001,000 - $2,000,000: 1.75% $2,001,000 - $3,000,000: 1.5% $3,001,000 - $4,000,000: 1.25% $4,001,000+: 1.0%
$100 to $200 per hour for Financial Planning and Consulting Services
Account minimum: $500,000 Fee-only: Financial Planning and Consulting Services charged hourly at $100 to $200 per hour
54 Main Street
Bridgewater, MA 02324
Massachusetts · Rhode Island
Boston Investment Trust Management, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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