Boston Standard Wealth Management, LLC
Firm details
- Headquarters
- Winchester, Massachusetts
- CRD number
- 156452
- Registered since
- March 26, 2015
- Website
- www.bostonstandardwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.47%
- Individuals14.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Boston Standard Wealth Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2015. The firm serves individual and family clients and delivers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its billing options include a percentage-of-AUM fee schedule plus hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Zachary Bouchard
Managing Partner and Chief Compliance OfficerCRD 4656054
Contacts
3 of 3
Robert Tafuri
PrincipalCRD 4656056
Lee Eudy
Financial PlannerCRD 4673674
Spencer Gilmore
Wealth StrategistCRD 8285461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$834M in ETFs
91%
$760M
9%
$74.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $252M | 673,489 | 30.23% |
Location
Winchester, MA
Middlesex
Location
Winchester, MA
Headquartered in Winchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 31 Church St
- Time zone
- ET (UTC-5)
- Office locations
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