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Boston Standard Wealth Management, LLC

Boston Standard Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Global REIT ETF $6,968,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $192.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $121.6K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    3

    name start date
    Robert Walter Tafuri
    July 2011
    Lee Graham Eudy
    July 2011
    Zachary Conover Bouchard
    July 2011

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Zachary Conover Bouchard Chief Compliance Officer July, 2011 less than 5%
      Lee Graham Eudy Principal July, 2011 less than 5%
      Robert Walter Tafuri Principal July, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees