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Zevin Asset Management, LLC - Pioneers in Socially Responsible Investing, located in Boston, Massachusetts
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Annual Fees

  
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INSTITUTIONAL ACCOUNT FEE STRUCTURE

Fee Structure for all 501(c)(3) organizations and other institutions that are devoted to non-violence, human justice or the environment

First $2 million: 0.75%
Next $8 million: 0.65%
Balance over $10 million: 0.50%
Minimum annual fee: $15,000

INDIVIDUAL AND PERSONAL ACCOUNT fee structure

First $1 million: 1.00%
Next $9 million: 0.75%
Balance over $10 million: 0.50%
Minimum annual fee: $15,000

FOLIO ACCOUNT FEE STRUCTURE*

Zevin Asset Management fee 1.00%
Folio custodial and trading fee: 0.20%
Minimum account size: $50,000

* We have the ability to work with smaller accounts through an innovative web based custodian called Foliofn. Please click here for further information.

 

Boston Firm Zevin Asset Management Pioneers Socially Responsible Investing

Zevin Asset Management, LLC is a global top-down investment management firm whose philosophy is rooted in the idea of avoiding major losses rather than seeking big gains. Our disciplined approach removes the emotion from investing by indentifying attractive regions and sectors from around the world while experienced analysts concentrate on stock selection. For both social and investment reasons, we focus our stock selection on well-managed companies with sustainable business practices.