Firm
AssetGrade
Boston, Massachusetts
Fee-only
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | assetgrade.com |
| Phone | (617) 933-7257 |
AssetGrade fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $750,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $2M 1.0% of assets" source
"Over $10M 0.55% of assets" source
"First $2M 1.0% of assets" source
"Minimum assets of $750K across accounts (minimum fee of $7,500)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $338 million |
| Individual clients | 72 |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 168779 |