Boston Research and Management

Boston Research and Management at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 124 individual clients, 88 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 501 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Boston Research and Management fees

Boston Research and Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (6)

• Benjamin Muchler

  CFP

• Charles Babin

• Daniel Tortola

  CFA

• Leslie Kernan

  CFA

• Meghan Flynn

  CFP

• Robert McKenzie