Boston Management And Research
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Overview
Boston Management And Research operates as a financial advisor firm based in Boston, Massachusetts. The firm handles $106.1 billion in assets under management across 74 accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The company has a large team, including 171 financial advisors. Boston Management And Research does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and stocks.
Boston Management And Research manages all of the company's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring the client's permission. The investment advisory firm's typical account size is $1.4 billion. The typical advisor at Boston Management And Research manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is located at Two International Place, Boston, Massachusetts 2110.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boston Management And Research by the Numbers
$106.1 billion
253
74
$1.4 billion
Products and Services
Boston Management And Research provides a variety of financial services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. However, Boston Management And Research did not provide any of its customers with financial planning services in the previous financial year. The firm is involved in selling products or offering services other than investment advice to its customers. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by the company most likely consist of any blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Boston Management And Research.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Boston Management And Research caters to investment companies and pooled investment vehicles. Out of its 74 accounts, Boston Management And Research's largest client by number of accounts is investment companies. Just 1% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boston Management And Research does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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