Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC (CRD# 156452) is a financial advisory firm headquartered in Winchester, MA. They manage $451,523,150 in 1,567 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management452MILLION
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Total Number of Accounts1,567ACCOUNTS
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Average Account Value$288,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, LA, MA, ME, NH, NY
Zachary Bouchard (CRD# 4656054) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.
Lee Eudy (CRD# 4673674) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.
Robert Tafuri (CRD# 4656056) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.