P
Portfolios Boston
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,400,000
Clients
21
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$971,429
About
PortfoliosBoston provides fee-only investment management and occasional hourly consulting to individuals and personal trusts, with a focus on clients who are retired or approaching retirement. It constructs tailored portfolios using individual stocks, bonds, mutual funds, closed-end funds and ETFs, and generally does not engage in short selling, options trading, or regular margin use.
The firm uses fundamental analysis to identify undervalued, dividend-paying, or earnings-growth stocks and blends individual securities with managed investments to create diversified allocations aligned with each client’s risk tolerance and income needs. While the adviser has authority to manage accounts, client approvals are typically obtained, and accounts are reviewed through regular verbal contact, periodic reviews, and custodian statements.
The practice is deliberately scaled and mature: it has placed a ceiling on its client roster, has not accepted new clients in many years, and currently manages roughly $20.4 million for about 21 clients. Distinctive features include the principal often investing in many of the same securities as clients, custody of assets at an institutional broker-dealer that provides research and platform services (soft-dollar benefits), and the absence of a published firm website.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Occupation focus
Retired
Demographic focus
Approaching retirement
Fee options
$0 - $100,000: 2% individual stocks, 1.5% managed investments or bonds $100,001 - $200,000: 2% individual stocks, 1.5% managed investments or bonds $200,001 - $500,000: 1.75% individual stocks, 0.85% managed investments or bonds $500,001 - $1,000,000: 1.5% individual stocks, 0.75% managed investments or bonds $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.55%
$150 per hour for investment/financial consulting and/or financial planning
Account minimum: $100,000 Fee-only: Annual management fee based on tiered schedule as detailed; fees negotiable.
Main office location
Portfolios Boston
1070 Rte 134 Suite 6
East Dennis MA 02641, United States
Number of offices
2
Most active in
Portfolios Boston has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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.
Forms ADV
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