Advisor at U.S. Boston Capital Corporation
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
U.S. Boston Capital Corporation
Location
Lincoln, MA 01773
Credentials
Series 66
Industry experience
9 years
Based on U.S. Boston Capital Corporation
Based on U.S. Boston Capital Corporation
Consulting services fixed fees typically range from $1,000 to $50,000, negotiated based on scope.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.25% Over $50,000,000+: 0.10%
Certain advisory persons are registered representatives and receive commissions separately from advisory fees.
Hourly fees ranging from $150 to $600 depending on scope and complexity.
Minimum fee: Minimum annual fees are negotiable and can be waived at the firm's discretion. Fee-only: Advisory fees based on assets under management; no commissions on advisory assets.
Lincoln North
Lincoln, MA 01773
Massachusetts
U.S. Boston Capital Corporation
2016 - Present (10 years)
Pear Tree Partners LP
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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