Fee-OnlyFinder

% of assets managed in Newton, MA

8 advisers in Newton offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 8

Balanstone, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 958-1490 · % of assets managedCRD 242796 · % of assets, Other · $10.8 million AUMState registeredNo commissions reportedDorfman Value Investments LLC24 Burnside Road · Newton, MA 02461 · (617) 542-8888 · % of assets managedCRD 120911 · % of assets, Performance-based fees · $35.3 million AUMState registeredNo commissions reportedInsight Financial Strategists29 Crafts Street, Suite 420 · Newton, MA 02458 · (781) 489-3994 · Financial planningCRD 165125 · % of assets, Hourly charges, Subscription fees · $27.8 million AUMState registeredNo commissions reportedParkstone Investments, LLCOne Gateway Center-Suite 510 · Newton, MA 02458 · (617) 549-2963 · % of assets managedCRD 171386 · % of assets · $24.0 million AUMState registeredNo commissions reportedProficio Capital Partners LLC300 Washington Street Ste 951, One Gateway Center · Newton, MA 02458 · (617) 340-8425 · Flat / fixed feesCRD 269931 · % of assets, Fixed fees, Performance-based fees · $8.2 billion AUMSEC registeredNo commissions reportedRenaissance Wealth Advisors, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 663-5595 · Financial planningCRD 300007 · % of assets, Fixed fees · $109.9 million AUMSEC registeredNo commissions reportedRidley Cove Financial Advisors LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 791-3811 · Financial planningCRD 236787 · % of assets, Fixed fees · $41.2 million AUMState registeredNo commissions reportedThurston Hall Investment Research, LLC383 Elliot Street, Suite 100f · Newton, MA 02464 · (617) 459-6042 · % of assets managedCRD 136700 · % of assets · $78.0 million AUMState registeredNo commissions reported