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Unicorn Consulting

Updated today

Client AUM

$99,000

Clients

1

Advisors

1

of 1 employees

About

Unicorn Consulting provides financial planning and individualized portfolio management services to individual clients, including high-net-worth individuals, and prepares written financial plans based on interviews and questionnaires. The firm offers tailored asset-allocation recommendations and may also recommend insurance products through the adviser’s independent insurance activities.

The adviser constructs customized asset allocation models that consider clients’ objectives, time horizon and risk tolerance, and generally pursues longer-term investment positions. Accounts are managed on a non-discretionary basis, with trades executed only after client approval, and analysis draws on third-party research, financial filings and computer modeling.

The firm operates as a solo practitioner and, as of the most recent brochure, manages roughly $99,000 in client assets for a single client — a scale and client base that is atypical among peers. It is also noteworthy that the adviser is an independent insurance agent (creating potential commission-related conflicts that the firm discloses and seeks to mitigate) and that the firm no longer recommends third-party investment advisers.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting General retirement planning General estate planning guidance

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Fee options

Fixed

$500 for financial planning service

Percentage

0.75% annually

Main office

Ayer MA

Advisors at this office

1

Most active in

Massachusetts

Also doing business as

Thornton, Benjamin R · Unicorn Consulting

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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