Lowell Blake & Associates Inc
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Overview
Lowell Blake & Associates Inc is a financial advisory company that has its headquarters in Boston, Massachusetts. Lowell Blake & Associates Inc administers $596.6 million in total assets across 432 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). It has a small group, including 5 financial advisors. Lowell Blake & Associates Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, equities and options.
Lowell Blake & Associates Inc manages the majority of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without requiring client permission. Lowell Blake & Associates Inc also oversees 19 non-discretionary accounts with a total of $51.7 million in AUM. Lowell Blake & Associates Inc's average account size is $1.4 million. The typical financial advisor at Lowell Blake & Associates Inc administers about 86 client accounts.
Lowell Blake & Associates Inc's main office is located at 141 Tremont Street, Boston, Massachusetts 02111-1209. The firm is permitted to provide services to clients across a few states, including Connecticut, Massachusetts, New Hampshire, New York, Texas and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lowell Blake & Associates Inc by the Numbers
$596.6 million
8
432
$1.4 million
Fee Structure
A financial advisor's fees usually are based on which services are provided. Fees charged by Lowell Blake & Associates Inc can consist of the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company works with a number of different clients. Lowell Blake & Associates Inc works with retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, corporations and other. Out of its 432 accounts, Lowell Blake & Associates Inc's biggest client is other, but it also caters to 76 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 29.8%
- Other Individuals - 23.92%
- Corporations - 37.65%
- Charitable Organizations - 8.63%
* 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
Lowell Blake & Associates Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lowell Blake & Associates Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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