Somerville Associates

Overview

Somerville Associates is an independent, privately owned registered investment adviser operating as a corporation and focused on wealth management for individuals, families and small businesses. The firm’s core advisory activity is discretionary portfolio management for individual and small-business clients. Compensation is a mix of percentage-of-AUM fees plus the option for hourly or fixed-fee engagements. The adviser is structured for direct client relationships rather than acting as a capital allocator to external managers or funds. Filings indicate Somerville Associates is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives