EASTERLY INVESTMENT PARTNERS LLC
Beverly, MA
AUM
$2.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
27 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
617-231-4300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MA, BEVERLY
8 advisers found
CABOT WEALTH MANAGEMENT
Beverly, MA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-745-9233
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Beverly, MA
AUM
$730.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
978-356-6333
BLUEDOOR PRIVATE WEALTH, LLC
Beverly, MA
AUM
$337.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
781-810-4604
FAMILY FIDUCIARY SERVICES, INC.
Beverly, MA
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-922-0050
PARK STATE ASSET MANAGEMENT LLC
Beverly, MA
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978.529.2395
US ADVISORY GROUP
Beverly, MA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
781-246-0222
TWIN LIGHTS CAPITAL MANAGEMENT LLC
Beverly, MA
AUM
$54.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; MODEL FEES
617-331-1078