Exchange Place Advisors, LLC

Exchange Place Advisors, LLC is an SEC registered investment adviser established in May 2003, located in Sudbury, MA. The firm specializes in providing financial planning, consulting, and investment management services. They manage $308,908,738 of assets on a discretionary basis. Clients can engage Exchange Place for comprehensive financial planning and consulting services tailored to their individual needs. Investment management services include allocating assets among mutual funds, ETFs, and individual debt securities based on client objectives. Fees are charged on a fee basis, including fixed fees, hourly rates, and asset-based fees ranging from 0.20% to 1.00%. Exchange Place does not provide performance-based fees. They serve individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm follows asset allocation and diversification principles, primarily using mutual funds in client portfolios. Exchange Place does not vote client securities and does not have any disciplinary or financial disclosures. Clients receive regular account reviews and reports, and the firm has investment discretion over client accounts. Exchange Place recommends utilizing Fidelity for brokerage services, considering factors like financial strength and execution. The firm may receive economic benefits from Fidelity, creating a potential conflict of interest.