Jean Qiu
Advisor at The Bollard Group LLC
Updated today
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
The Bollard Group LLC
Location
Boston, MA 02108
Credentials
Series 65
Industry experience
7 years
About
Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.
Client services
Based on The Bollard Group LLC
Financial planning
Portfolio management
Selection of other advisers
Advising on private equity and special situation investments
Advising on private equity and special situation investments
Expertise
Based on The Bollard Group LLC
Private / alternative investments
Concentrated stock management
Options & derivatives strategies
Wealth management
Fee options
Hourly fees generally range from $90 to $1,200 based on expertise and experience of the adviser
Performance-based fees (carried interest up to 20% of profits) charged by related entity Spinnaker Capital for certain private funds; disclosed in fund documents
Account minimum: $25 million Minimum fee: Minimum annual fee of $75,000 for assets under management; exceptions may be made at discretion of the Firm Fee-only: Investment management fees charged as percentage of assets under management (generally 0.80% or less annually) or hourly fees ranging from $90 to $1,200 based on adviser expertise; fees are negotiable
Location
One Joy Street
Boston, MA 02108
Most active in
Jean Q has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Work history
The Bollard Group LLC
2020 - Present (6 years)
The Bollard Group LLC
2005 - 2020 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
CFP®, Series 65
Quincy, MA
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Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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