Baystate Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 322531
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.7%
- Individuals6.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Baystate Wealth Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-assets-under-management component with fixed fees. According to its filings, the firm does not market itself as an ESG-focused investor and is not positioned as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
Contacts
1 of 1Saurin Makim
Wealth AdvisorCRD 7589943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sterling Futures
RIASan Francisco, CA
Chugg Wealth Strategies, LLC
RIAProvo, UT