Choate Investment Advisors fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Choate Investment Advisors charges $525-$1,750 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $525-$1,750/hr
“Fees for such legal services generally range from $525 - $1750 per hour.”
- Flat or project fee
- $1,000-$2,500
“These services are negotiated and billed at a fixed rate between $1,000 - $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Choate Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain cases, accounts may be billed differently.”
- “Per our agreement with clients, we deduct fees from client accounts on either a quarterly or monthly basis, as determined by the agreement, either in arrears or in advance.”
How Choate Investment Advisors’ fees compare
- Its hourly rate of $525-$1,750 is above the Massachusetts median of $300. 99% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- 11 of the 12 other planners in Boston that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 is below the Massachusetts median of $4,750. 16% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 2 of the 13 other planners in Boston that publish a flat or project fee charge less.
About Choate Investment Advisors
“Originally established in 1996 primarily to provide investment advisory services to CHS attorneys who serve as trustees, ChoateIA now provides investment advisory services, financial planning, and wealth management services to a variety of clients, including high net worth individuals, trusts, charitable…”
- Firm size: 34 employees.
- Registered as an adviser: 1996 (30 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 614
- Employees
- 34
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications
- Assets managed
- $10,047,919,310
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106109
- Phone
- (617) 973-4900
Can advise clients in 29 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, Michigan, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont, Washington
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Beyond Your Hammock LLCBoston$500-$8,000, $300-$2,000/mo
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Claro Advisors Inc.Boston$500-$2,500
- First Step FinancialBoston$54-$180/hr, $540-$1,800
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.