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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 11-24-2014
- Office Locations
- 1
Office Locations
About Boston Portfolio Advisers
Boston Portfolio Advisers is an independently owned, fee-only RIA providing wealth management for individuals and families. The firm applies institution-style portfolio principles—broad diversification across asset classes/sectors, varied management styles, and a focus on low expenses—while operating under a fiduciary, no-commission model. Portfolios commonly use public funds and ETFs; custody includes Charles Schwab.
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Owner & Executives
BRADFORD GARET WILLIAMS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #4617841
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAY AARON LEBED
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4659005
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,540,818 | $317,339 |
| Non-Discretionary | $0 | -- |
| Total | $121,540,818 | $317,339 |
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Separately Managed Accounts
Total SMA Asset: $121,540,818
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $603,857,119 | 30.0% |
| Equity - Exchange | $326,082,844 | 16.2% |
| Cash | $1,082,917,100 | 53.8% |
| Total | $2,012,857,063 | 100.0% |