Firm
Birch Hill Investment Advisors
Boston, Massachusetts
Fee-only
Birch Hill Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 9 advisors are listed here; 7 of 9 hold the CFA.
- Its Form ADV reports 19 employees and 182 individual clients, 169 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 1,388 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | bhboston.com |
| [email protected] | |
| Phone | (617) 502-8300 |
Birch Hill Investment Advisors fees
Birch Hill Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.9 billion |
| Individual clients | 13 |
| High-net-worth clients | 169 |
| Accounts managed | 1,388 |
| Employees | 19 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-67818) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 143750 |