Investment Management Services
Trustworthy Financial Guidance
Jonathan D. Pond, LLC's investment management services emphasize diversification and careful investment selection. Rather than relying on a narrow range of model portfolios, each account under management reflects the unique temperament and needs of the individual client, as well as the tax characteristics of the account (taxable vs. tax deferred). While most portfolios under management are constructed primarily of no-load mutual funds, exchange-traded funds (ETFs), individual stocks and bonds may also be included.
Clients are offered the choice of having their account(s) held at Fidelity Investments, Charles Schwab & Co., and/or TIAA/CREF.
Fees for investment management services are 1.0% per annum of assets under management for the first $500,000 and 0.75% per annum for assets under management from $500,000 to $1,500,000 and 0.5% in excess of $1,500,000, with a minimum annual fee of $5,000.
For more information or to schedule an in person or telephone appointment, call Jonathan Pond at (617) 243-0020
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