OUR FEES

Table of Fees for Services

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”) for more details of Boston Asset Management’s advisory services and fees, respectively. Fees below are charged when clients request the services listed. Fees below may not apply to all clients. Fees may be negotiable. 

Fees Charged by
Investment Adviser
Fee Amount Frequency
Fee is
Charged
Services
Assets Under
Management Fee
Market Value of Assets
First $500,000
Next $500,000
Next $1,000,000
Next $2,000,000
Next $5,000,000
Annual Fee
1.50%
1.25%
1.00%
0.75%
0.50%
Quarterly
Investment
Supervisory
Services
Hourly Fee
N/A
Subscription Fee
N/A
Fixed Fee
N/A
Commissions
N/A
Performance-based Fee
N/A
Other
N/A
Fees Charged by
Third Parties
Fee Amount Frequency
Fee is
Charged
Services
Third Party
Money Manager
N/A
Robo-Adviser Fee
N/A

Additional fees and costs to discuss with your Adviser

Additional Fees/Cost Yes/No Paid To
Brokerage Fees
Yes
Custodian
Commissions
No
Custodian Fees
No
Mark-ups
No
Mutual Fund/ETF
Fees and Expenses
Yes
Fund Sponsor