How firms in Massachusetts charge for their services, based on Form ADV disclosures.
Percentage of AUM670 firms · 43%
Subscription fees364 firms · 23%
Hourly charges245 firms · 16%
Performance-based fees169 firms · 11%
Other: CARRIED INTEREST3 firms · 0%
Other: REFERRAL FEES3 firms · 0%
Other: PROJECT FEES2 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES2 firms · 0%
Other: PERCENTAGE OF PORTFOLIO INCOME2 firms · 0%
Other: A PERCENTAGE OF INCOME COLLECTED1 firms · 0%
Other: A PERCENTAGE OF INVESTED CAPITAL1 firms · 0%
Other: A PERCENTAGE OF WRAP SPONSOR FEES.1 firms · 0%
Other: ASSETS UNDER ADVISEMENT1 firms · 0%
Other: BASED ON ASSETS MANAGED BY LICENSEE USING AN INDEX1 firms · 0%
Other: BESPOKE ADVISORY AND CONSULTING SERVICES1 firms · 0%
Other: CEASED OPERATION 2-28-121 firms · 0%
Other: CLOSING, ORIGINATION AND SERVICING FEES, OTHER (SEE ADV,PART 2A)1 firms · 0%
Other: COMMITMENTS/CONTRIBUTIONS1 firms · 0%
Other: CONSULTING FEES1 firms · 0%
Other: COST, COST PLUS PERCENTAGE1 firms · 0%
Other: COST REIMBURSEMENT FORMULA; SEE SCHEDULE D1 firms · 0%
Other: FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)1 firms · 0%
Other: FINANCIAL PLANNING FEES1 firms · 0%
Other: FINANCIAL PLANNING SERVICES ON A SUBSCRIPTION BASIS1 firms · 0%
Other: FIXED INCOME SERVICING, LAUNCH, ACQUISITION AND DISPOSITION FEES1 firms · 0%
Other: FIXED PERCENTAGE OF DISTRIBUTIONS1 firms · 0%
Other: FIXED RETAINER1 firms · 0%
Other: FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.1 firms · 0%
Other: FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST1 firms · 0%
Other: HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING1 firms · 0%
Other: INCENTIVE ALLOCATION1 firms · 0%
Other: MANAGEMENT FEES FOR LIMITED PARTNERSHIPS1 firms · 0%
Other: MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE1 firms · 0%
Other: MODEL DELIVERY FEES.1 firms · 0%
Other: MODEL PROVIDER FEE1 firms · 0%
Other: MODEL PROVIDER FEES1 firms · 0%
Other: MONITORING FEES1 firms · 0%
Other: NO FEES ARE BEING CHARGED AS OF 1/1/18 (FIRM WINDING DOWN)1 firms · 0%
Other: % OF ASSETS UNDER CONSULTATION1 firms · 0%
Other: % OF ASSETS UNDER REVIEW1 firms · 0%
Other: % OF CLIENT INCOME OR CAPITAL CONTRIBUTED;TRANSACTION BASED FEES1 firms · 0%
Other: % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER OTHER INVESTMENT ADVISERS' MANAGEMENT1 firms · 0%
Other: PERCENTAGE OF INITIAL INVESTMENT1 firms · 0%
Other: PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA1 firms · 0%
Other: PERCENTAGE OF RETURNED CAPITAL1 firms · 0%
Other: PERCENTAGE OF REVENUE FROM AFFILIATES1 firms · 0%
Other: PERCENT OF ASSETS INVESTED1 firms · 0%
Other: PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER1 firms · 0%
Other: PHILANTHROPIC SUPPORT1 firms · 0%
Other: PLATFORM FEE FROM SUB-ADVISERS1 firms · 0%
Other: PRIVATE FUND ADMINISTRATION FEES1 firms · 0%
Other: PROFITS ALLOCATION1 firms · 0%
Other: REFERRAL FEE1 firms · 0%
Other: REGISTRANT IS NOT COMPENSATED FOR ADVISORY SERVICES AT THIS TIME1 firms · 0%
Other: RETAINERS1 firms · 0%
Other: REVENUE SHARE AGREEMENTS1 firms · 0%
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS1 firms · 0%
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS1 firms · 0%
Other: REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL1 firms · 0%
Other: REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS1 firms · 0%
Other: SECURITIES LENDING1 firms · 0%
Other: SEE ADV PART 2A FOR A DESCRIPTION OF FEES THAT MAY BE CHARGED1 firms · 0%
Other: SEE MISCELLANEOUS NOTE IN SCHEDULE D1 firms · 0%
Other: SEE MISCELLANEOUS SECTION IN SCHEDULE D1 firms · 0%
Other: SEE SCHEDULE D MISC.1 firms · 0%
Other: SEE SCHEDULE D. MISCELLANEOUS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES1 firms · 0%
Other: SEMINAR FEE1 firms · 0%
Other: SOFTWARE SUBSCRIPTION FEE1 firms · 0%
Other: SOLICITORS FEES1 firms · 0%
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES1 firms · 0%
Other: TRUSTEE FEES1 firms · 0%
Other: TUITION FEES1 firms · 0%
Other: UP FRONT FEES1 firms · 0%
Other: WEBSITE FEE1 firms · 0%
Other: WRAP MANAGER AND SUB-ADVISOR1 firms · 0%
Other: SOLICITOR-CO-ADVISOR FEES1 firms · 0%
Other: 110% OF REGISTRANT'S COSTS INCURRED FOR SERVICES TO AFFILIATES1 firms · 0%
Other: 12B-1 FEES1 firms · 0%
Other: ACQUISITION FEES1 firms · 0%
Other: ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES.1 firms · 0%
Other: ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.1 firms · 0%
Other: A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.1 firms · 0%
Other: ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.1 firms · 0%
Other: A % OF REVENUE COLLECTED FOR SUB-ADVISORY SERVICES1 firms · 0%
Other: A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES1 firms · 0%
Other: A PERCENTAGE OF AUM OF CIT FUNDS FOR OVERLAY ADVISORY SERVICES1 firms · 0%
Other: A PERCENTAGE OF CLIENT'S NET WORTH.1 firms · 0%