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Cottage Street Advisors
Marion, Massachusetts
5.0
4 Reviews
Cottage Street Advisors, based out of Marion, MA, is a small investment advisory firm with three offices. With a total of three employees, two of whom provide investment advisory services, they have established themselves as a trusted partner in the financial industry. With an average of approximately $95,290,000 in assets under management per investment advisor, they maintain a competitive position compared to the industry average.
Cottage Street Advisors offers a diverse compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. While their 401K and individual accounts constitu...see more
Assets Under Mgmt
$190.58M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other: FAMILY OFFICE SERVICES
Reviews for Cottage Street Advisors
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