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...
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Assets Under Mgmt

$671.5M

Investment Professionals

6

Locations

0

% 401K & Individual

4%

% Discretionary

100%
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.
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