BOSTON RESEARCH AND MANAGEMENT, INC.
SEC RegisteredYou've made a lot of great decisions in life. Let us be the next one.
About the firm
Boston Research & Management is a Fee Only Fiduciary in Manchester-by-the-Sea, MA. An alternative to traditional brokerage firms, they provide comprehensive wealth management services for high net worth families, individuals, and endowments. Founded in 1991, the firm has grown to be one of New England's premier comprehensive Wealth Management Firms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services including investment management (equities, fixed income, and alternative assets), financial planning, holistic wealth management, and tax and estate planning. The firm builds and manages tailored portfolios using proprietary research and analysis, without outsourcing investment work.
Who they serve
High net worth families, individuals, and endowments
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $19M |
| High Net Worth Individuals | 88 | $655M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1,000,000 to $4,999,999 | 1.00% |
| $5,000,000 to $9,999,999 | 0.85% |
| $10,000,000 to $24,999,999 | 0.75% |
| $25,000,000 to $49,999,999 | 0.60% |
| $50,000,000 to $99,999,999 | 0.50% |
| $100,000,000 and above | — |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOSTON RESEARCH AND MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.