South Shore Capital Advisors

South Shore Capital Advisors at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFA.
• Its Form ADV reports 3 employees and 96 individual clients, 65 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 250 accounts).

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

Facts

South Shore Capital Advisors fees

South Shore Capital Advisors 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 (3)

• Caitlin Appleton

• Lowell Thomas

  CFA

• Taylor Thomas