Boston Standard Wealth Management, LLC

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Client assets under management

$647,622,502

Clients

393

45% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

131

Very High

Average account size

$1,647,894

About

Boston Standard Wealth Management serves individual and high-net-worth clients, trusts, estates and retirement plans, providing discretionary portfolio management, financial planning and project-based consulting. The firm reports managing about $647.6 million on a fully discretionary basis for roughly 393 clients and operates with a four-advisor team across two offices.

The firm builds an Investment Plan through one or more discovery meetings and implements that plan on a discretionary basis, typically allocating principally to exchange-traded funds with selective use of mutual funds, individual stocks, bonds, options and margin when appropriate. Accounts are reviewed internally at least monthly and clients are asked to meet at least annually; financial planning is generally delivered as part of ongoing wealth management rather than as a standalone service.

Noteworthy aspects relative to peers include the combination of substantial AUM with a small advisory team and an exclusive focus on discretionary management (the brochure discloses no non-discretionary assets). The firm also provides ERISA retirement-plan consulting and can serve as a 3(38) investment manager, works with legacy annuity cases when exit costs are prohibitive, maintains insurance-licensed advisers who may receive commissions, and relies on Schwab’s institutional platform—an arrangement the brochure notes can provide operational benefits to the firm while creating potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy

Fee options

Fixed

Fixed fees for consulting services negotiated per project; financial planning fees are fixed annual fees as noted above.

Percentage

$0 - $250,000: 1.15% $250,000 - $750,000: 1.00% $750,000 - $1,750,000: 0.85% $1,750,000 - $3,500,000: 0.75% $3,500,000 - $5,250,000: 0.65% $5,250,000 - $8,625,000: 0.55% $8,625,000 - $12,000,000: 0.45% $12,000,000+: 0.35%

Commissions

Certain individuals licensed to sell insurance receive commissions on insurance product sales; no commissions are charged on assets managed.

Project-based

Hourly rate of $350 used for calculating fees on terminated financial planning or consulting services based on work performed.

Other

Fee-only: Annual fixed fee for financial planning services typically ranges from $1,000 to $5,000 in the first year, and $600 to $5,000 annually thereafter; waived for portfolios $1,750,000 or more.

Main office location

Boston Standard Wealth Management, LLC

31 Church St. #3

Winchester MA 01890, United States

Number of offices

Most active in

California · Florida · Maine · Massachusetts · New Hampshire · New York · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (781) 721-0072

Advisors at this firm

Lee E

CFP®, Series 66

Winchester, MA

Boston Standard Wealth Management, LLC

Lee Eudy is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, providing discretionary portfolio management, financial planning, and project-based consulting. The firm manages approximately $647.6 million on a fully discretionary basis for around 393 clients and operates with a four-advisor team across two offices.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy

Zachary B

Series 66

Winchester, MA

Boston Standard Wealth Management, LLC

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Boston Standard Wealth Management since 2011, working within a four-advisor team based in Winchester, MA. Boston Standard Wealth Management serves individual and high-net-worth clients, trusts, estates, and retirement plans by providing discretionary portfolio management, financial planning, and project-based consulting. The firm manages approximately $647.6 million on a fully discretionary basis and emphasizes investment plans that primarily utilize exchange-traded funds alongside selective use of mutual funds, individual stocks, bonds, options, and margin.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy

Robert T

CFP®, Series 66

Winchester, MA

Boston Standard Wealth Management, LLC

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individual and high-net-worth clients, trusts, estates, and retirement plans by providing discretionary portfolio management, financial planning, and project-based consulting. The firm manages approximately $647.6 million on a fully discretionary basis for about 393 clients and operates with a four-advisor team across two offices.

College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting Retirement income strategy

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