B
Boston Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Boston Investment Advisors LLC provides portfolio management, financial planning, and related advisory services to individuals, families, and not-for-profit organizations. The firm primarily advises on mutual funds and exchange-traded funds and includes financial planning and access to educational seminars and workshops as part of its asset-based advisory services.
BIA operates exclusively on a non-discretionary basis, delivering trade recommendations that require explicit client approval and developing customized, client-specific portfolios rather than relying on pre-set model portfolios. The firm uses a multi-step investment selection process—combining quantitative screens and qualitative research—and employs financial planning software (MoneyGuidePro) to define objectives, assess risk tolerance, and monitor accounts.
Compared with many peers, BIA’s brochure discloses two relatively uncommon features: the provision of ongoing educational seminars/workshops included in advisory services and the potential to receive commissions for recommending insurance products. The firm also highlights specific fund-selection standards (including minimum fund size and track record), an exclusion of alternative and cryptocurrency exposures, and use of an Interactive Brokers institutional platform while not aggregating trades for client accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Recommendation of insurance products
Expertise
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 1% $500,001 - $1,000,000: 0.9% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% Above $10,000,000+: 0.50%
0.25% - 1% monthly commissions for recommendation of insurance products
Main office location
Boston Investment Advisors LLC
198 Tremont Street
Boston MA 02116, United States
Number of offices
2
Most active in
Boston Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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