Minot DeBlois Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,736,859,527
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
187
64% high-net worth
Advisors
1
of 4 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
187
Very HighAverage account size
$9,288,019
About
Minot DeBlois Advisors advises trustees, endowments, charities and high-net-worth individuals, with the firm noting that the majority of its clients are trustees who are also shareholders of its parent company. It provides general investment management and advice under both discretionary and non-discretionary contracts and does not participate in wrap-fee programs.
The firm’s investment approach is rooted in fundamental company research and a buy-and-hold orientation, favoring highly liquid common stocks, mutual funds and investment-grade bonds while seeking low turnover. MDA tailors recommendations to individual client circumstances (risk tolerance, tax status and cash needs) and, unusually for a multi-team firm, manages roughly 93% of its assets on a non-discretionary basis, leaving final trade approval and broker selection to many clients.
Distinctive features include its affiliation with Rice, Heard & Bigelow, a long-established fiduciary and tax services firm, and arrangements under which some trust clients’ advisory compensation is handled through a master contract with the parent. The parent firm’s brokerage relationships can provide proprietary research used by MDA, MDA generally does not vote client proxies, and the firm disclosed a 2021 SEC settlement related to late regulatory filings.
Client services
Portfolio management
Expertise
Wealth management
Occupation focus
Retired
Fee options
$0 - $2,500,000: 0.70% per annum $2,500,000+: 0.50% per annum on amount over $2.5 million
Minimum fee: $2,500 per annum
Main office location
Minot DeBlois Advisors LLC
One Federal Street, 25 Th Floor
Boston MA 02110, United States
Number of offices
1
Most active in
Minot DeBlois Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · District of Columbia · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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