Sustainable Investment Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$2,000⁠-⁠$10,000

“Fixed fee rates range between $2,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sustainable Investment Partners LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “The fee is based on a percentage of assets under management and is negotiable.”

How Sustainable Investment Partners LLC’s fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Massachusetts median of $4,750. 66% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Lexington that publish a flat or project fee charge less.

About Sustainable Investment Partners LLC

• Principal: Anupama Rames
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$3,379,792

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327458

Website

joinsinv.com (opens in new tab)

Phone

(508) 251-9421

Other planners in Lexington that publish fees

• Innovative Advisory GroupLexington$150⁠-⁠$500/hr, $500⁠-⁠$20,000
• Ouellette Wealth Advisory LLCLexington$500⁠-⁠$5,000
• Wingate Wealth Advisors, Inc.Lexington$3,500⁠-⁠$10,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 6 planners in Lexington