U.S. Boston Capital Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$347,015,431
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
92
33% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
92
HighAverage account size
$3,771,907
About
U.S. Boston Capital Corporation serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans, providing portfolio review and construction, ongoing investment management, financial planning, retirement plan advisory, and strategic business consulting. In addition to advisory services, the firm is a registered broker‑dealer and offers placement and distribution services for private placements and affiliated mutual funds.
The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative or private investments, with attention to tax considerations and periodic monitoring and rebalancing. While U.S. Boston develops and reviews investment strategies for clients, it reports that nearly all assets are managed on a non‑discretionary basis, so trades are generally implemented only with client approval.
Distinctive features include its long‑standing broker‑dealer registration and affiliations with other investment advisers that sponsor and manage proprietary funds (Pear Tree Advisors and Pear Tree Partners), as well as its role as distributor and placement agent for those affiliated funds. The firm also manages an amount of assets that is large relative to its single‑advisor structure (over $350 million), a combination of scale, fund‑sponsoring activity, and non‑discretionary account management that is uncommon among similarly supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Consulting
Expertise
Private / alternative investments
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Consulting services fixed fees typically range from $1,000 to $50,000, negotiated based on scope.
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.25% Over $50,000,000+: 0.10%
Certain advisory persons are registered representatives and receive commissions separately from advisory fees.
Hourly fees ranging from $150 to $600 depending on scope and complexity.
Minimum fee: Minimum annual fees are negotiable and can be waived at the firm's discretion. Fee-only: Advisory fees based on assets under management; no commissions on advisory assets.
Main office location
U.S. Boston Capital Corporation
55 Old Bedford Road, Suite 202
Lincoln MA 01773, United States
Number of offices
1
Most active in
U.S. Boston Capital Corporation has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Hampshire · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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