Assabet Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Assabet Advisors provides discretionary investment management and consulting to individuals (including high-net-worth clients) as well as to retirement plans, trusts, estates, and charitable organizations. The firm charges asset‑based fees and typically looks for a relationship size around $750,000, although it may accept smaller accounts in specific situations.
The firm describes its approach as largely scientific and grounded in modern portfolio theory, prioritizing strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing over stock‑picking or market timing. Portfolios are implemented mainly with no‑load mutual funds and ETFs and a bias toward short‑to‑intermediate investment‑grade fixed income; the firm will, on a limited basis, recommend private placements or pooled vehicles to accredited investors when appropriate.
Noteworthy operational features include a small, multi‑advisor supervisory model in which advisors mutually review advice and share responsibility for client relationships, and the firm’s role as a fiduciary adviser to ERISA retirement plans. The firm discloses certain principals’ outside roles (including trusteeship and a board seat tied to a corporate client) and notes policies intended to address those potential conflicts; it also does not accept proxy‑voting authority for client accounts.
Client services
Expertise
Fee options
0.80% to 1.25% annually
Account minimum: $750,000
Main office
1087 Main Street
Holden MA 01520
Advisors at this office
3
Most active in
Massachusetts · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wayne U
CFA®
Holden, MA
Assabet Advisors, LLC
Wayne Ushman is a CFA® charterholder with 23 years of industry experience, currently serving at Assabet Advisors, LLC since 2003. He holds a board position with Jeffco Fibres Group, Inc. and is actively involved in several nonprofit organizations, including roles with the Jewish Federation of Central Massachusetts, the Jewish Home for Aged Foundation, and the Worcester Jewish Community Center. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation and periodic rebalancing using mainly no-load mutual funds and ETFs.
Thomas J
Series 65
Holden, MA
Assabet Advisors, LLC
Thomas Jacobsen is a financial advisor with Assabet Advisors, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at BNY Mellon and West Texas A&M University. Outside of his advisory work, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting duties. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific investment approach based on modern portfolio theory, emphasizing strategic asset allocation and individualized investment policy statements.
Robert J
CFP®, Series 65
Holden, MA
Assabet Advisors, LLC
Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.
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