Fee-OnlyFinder

% of assets managed in Waltham, MA

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

All 11

Ballentine Partners230 3rd Avenue, Suite 6 · Waltham, MA 02451 · (781) 314-1300 · Financial planningCRD 152802 · % of assets, Hourly charges, Fixed fees · $15.3 billion AUMSEC registeredNo commissions reportedExcalibur Management CorpBay Colony Corporate Center, 950 Winter Street North, Suite 4100 · Waltham, MA 02451 · (617) 916-9669 · Financial planningCRD 110836 · % of assets, Fixed fees · $712.1 million AUMSEC registeredNo commissions reportedFoster Dykema Cabot & Partners, LLC1075 Main Street Suite 200 · Waltham, MA 02451 · (617) 423-3900 · Financial planningCRD 300282 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedGranahan Investment Management LLC404 Wyman Street, Suite 460 · Waltham, MA 02451 · (781) 890-4412 · % of assets managedCRD 107745 · % of assets, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedIntegrated Wealth Concepts LLC200 5th Avenue, 4th Floor · Waltham, MA 02451 · (781) 890-3045 · Financial planningCRD 284656 · % of assets, Hourly charges, Fixed fees · $23.6 billion AUMSEC registeredNo commissions reportedJsk Capital Advisors, LLC404 Wyman Street, Suite 380 · Waltham, MA 02451 · (781) 890-3150 · Financial planningCRD 167038 · % of assets, Hourly charges · $10.6 million AUMState registeredNo commissions reportedMontis Financial, LLC230 Third Avenue, Floor 5 · Waltham, MA 02451 · (781) 541-5057 · Financial planningCRD 163986 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedPension & Wealth Management Advisors800 South Street, Suite 160 · Waltham, MA 02453 · (781) 810-0800 · Financial planningCRD 309546 · % of assets · $529.8 million AUMSEC registeredNo commissions reportedSavvi Financial LLC465 Waverley Oaks Rd, Ste 315 · Waltham, MA 02452 · (781) 583-7011 · Financial planningCRD 169196 · % of assets, Fixed fees · $44.7 million AUMSEC registeredNo commissions reportedSeamans Capital Management, LLC200 5th Ave., Suite 4010 · Waltham, MA 02451 · (781) 890-5225 · % of assets managedCRD 118404 · % of assets, Performance-based fees · $170.7 million AUMSEC registeredNo commissions reportedWindrose Advisors LLCWatermill Center, 800 South Street, Suite 600 · Waltham, MA 02453 · (617) 421-1750 · Financial planningCRD 152145 · % of assets, Performance-based fees · $2.7 billion AUMSEC registeredNo commissions reported