Peabody River Asset Management

Peabody River Asset Management at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 9 individual clients, 1 of them high net worth.
• Its average account is about $644,000 (assets it manages divided by its 20 accounts).

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

Facts

Peabody River Asset Management fees

Peabody River Asset 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 (1)

• Adam Apt

  CFA