Minot DeBlois Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,736,859,527
Clients
187
Advisors
1
of 4 employees
About
Minot DeBlois Advisors advises trustees, endowments, charities and high-net-worth individuals, with the firm noting that the majority of its clients are trustees who are also shareholders of its parent company. It provides general investment management and advice under both discretionary and non-discretionary contracts and does not participate in wrap-fee programs.
The firm’s investment approach is rooted in fundamental company research and a buy-and-hold orientation, favoring highly liquid common stocks, mutual funds and investment-grade bonds while seeking low turnover. MDA tailors recommendations to individual client circumstances (risk tolerance, tax status and cash needs) and, unusually for a multi-team firm, manages roughly 93% of its assets on a non-discretionary basis, leaving final trade approval and broker selection to many clients.
Distinctive features include its affiliation with Rice, Heard & Bigelow, a long-established fiduciary and tax services firm, and arrangements under which some trust clients’ advisory compensation is handled through a master contract with the parent. The parent firm’s brokerage relationships can provide proprietary research used by MDA, MDA generally does not vote client proxies, and the firm disclosed a 2021 SEC settlement related to late regulatory filings.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 0.70% per annum $2,500,000+: 0.50% per annum on amount over $2.5 million
Minimum fee: $2,500 per annum
Main office
One Federal Street, 25th Floor
Boston MA 02110
Advisors at this office
1
Most active in
California · Colorado · Connecticut · District of Columbia · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont · Virginia
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.
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