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Zevin Asset Management, Llc
Boston, Massachusetts
Zevin Asset Management, LLC is a prominent investment advisory firm based out of Boston, MA. With 12 dedicated employees, including 6 experienced investment advisors, the company provides expert financial guidance to a diverse clientele. Their average assets under management per investment advisor, totaling approximately $48,040,000, aligns with the industry average.
Zevin Asset Management, LLC employs a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients have access to tailored services that suit their indivi...see more
Assets Under Mgmt
$671.5M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other: ADVISORY SERVICES TO EMPLOYEE TRUSTEES.
Reviews for Zevin Asset Management, Llc
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