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Worcester Advisors

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Client assets under management

$88,535,121

More info

Clients

193

44% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

64

High

Average account size

$458,731

About

Worcester Advisors provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension plans, business entities and municipal clients, managing roughly $120 million across about 193 accounts. Services include security analysis and selection, trade execution, monthly asset position statements, performance measurement and financial planning that is offered exclusively to clients who maintain an active investment management agreement at no additional charge.

The firm employs a fundamentally driven, value-oriented equity approach that seeks discounts in historic price‑to‑earnings ratios and earnings growth opportunities, typically constructing separate accounts comprised of at least 50 stocks with diversification managed through index weighting, holding‑size limits and sector controls. Fixed‑income work emphasizes targeted maturities and duration consistent with the firm’s interest‑rate outlook, and the adviser uses third‑party research (Zacks, Morningstar) and Black Diamond reporting to support both discretionary and non‑discretionary accounts.

Compared with many peers, Worcester Advisors retains several trust‑style capabilities: it serves municipal clients, manages trust accounts where it may act as trustee or executor, and undergoes annual surprise audits for accounts where it is deemed to have custody; one existing trust account involves a disclosed fee‑sharing arrangement with the trustee custodian. The firm’s origin as a community fiduciary provider, its emphasis on specialized/custom reports and its direct custodial interface for reporting distinguish its operational focus on fiduciary and institutional administrative support.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Cash flow / budgeting Tax-loss harvesting

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Fee options

Fixed

Fees may be negotiated at a flat rate.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000+: Negotiable

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee of $500 Fee-only: Fees are asset-based, no commissions charged.

Main office location

Worcester Advisors

446 Main Street

Worcester MA 01608-2421, United States

Number of offices

1

Most active in

More info

Florida · Massachusetts

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 508-753-7300

Advisors at this firm

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user avatar

Joseph B

Series 63, Series 65

Worcester, MA

Worcester Advisors

Joseph Bourque is an advisor at Worcester Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Worcester County Fiduciary Advisors Inc. since 2011 as well as Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. since 2008 and 1999, respectively. Worcester Advisors provides investment advisory and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and municipalities. The firm uses a fundamental, value-oriented equity approach with an emphasis on risk control and fixed-income management tailored to interest-rate outlooks, and it serves a range of clients including municipal entities and fiduciary roles.

Retirement income strategy Cash flow / budgeting Tax-loss harvesting
user avatar

Jacob W

Series 65

Worcester, MA

Worcester Advisors

Jacob Wharton is a Series 65-licensed advisor with Worcester Advisors and has been in the industry for under one year. He also works as a consultant with the Small Business Development Center in Worcester, assisting small business owners in organizing financial statements. His prior experience includes various roles in education and community organizations. Worcester Advisors provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and municipalities. The firm employs a fundamental, value-oriented equity process with an emphasis on risk control and fixed-income management, and it offers specialized reporting and fiduciary services.

Retirement income strategy Cash flow / budgeting Tax-loss harvesting
user avatar

Sangam D

Series 65

Worcester, MA

Worcester Advisors

Sangam Dahal is a Series 65-licensed financial advisor at Worcester Advisors with three years of industry experience. His work history includes positions at Clark University, Swopna Events Pvt Ltd, and Nabil Investment Banking Limited. Worcester Advisors provides investment advisory and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and municipalities. The firm employs a fundamental, value-oriented equity process and offers both discretionary and non-discretionary management, with a notable focus on municipal clients and fiduciary roles.

Retirement income strategy Cash flow / budgeting Tax-loss harvesting
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