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This structure may be less cost-efficient for investors primarily focused on minimizing advisory fees. ",[1268],{"type":129,"attrs":1269},{"color":773},{"type":836,"content":1271},[1272],{"type":18,"attrs":1273,"content":1274},{"textAlign":34},[1275,1281],{"text":1276,"type":22,"marks":1277},"Not designed for self-directed or automated investors: ",[1278,1280],{"type":129,"attrs":1279},{"color":773},{"type":38},{"text":1282,"type":22,"marks":1283},"Cabot does not offer a robo-advisor or self-directed investing platform. Investors seeking automated portfolio construction, app-based tools, or algorithm-driven management may find the service less aligned with their preferences. ",[1284],{"type":129,"attrs":1285},{"color":773},{"type":836,"content":1287},[1288],{"type":18,"attrs":1289,"content":1290},{"textAlign":34},[1291,1297],{"text":1292,"type":22,"marks":1293},"Additional costs for certain services: ",[1294,1296],{"type":129,"attrs":1295},{"color":773},{"type":38},{"text":1298,"type":22,"marks":1299},"Some services, such as tax preparation or more complex planning engagements, may involve additional fees beyond standard portfolio management, depending on the client arrangement.",[1300],{"type":129,"attrs":1301},{"color":773},"Cons",{"_uid":1304,"text":1305,"title":1364,"component":1111},"c55c34cf-54ab-42d5-b048-097c02b858c2",{"type":15,"content":1306},[1307],{"type":833,"content":1308},[1309,1320,1331,1342,1353],{"type":836,"content":1310},[1311],{"type":18,"attrs":1312,"content":1313},{"textAlign":34},[1314,1318],{"text":1315,"type":22,"marks":1316},"High-net-worth clients",[1317],{"type":38},{"text":1319,"type":22}," able to meet minimum investment",{"type":836,"content":1321},[1322],{"type":18,"attrs":1323,"content":1324},{"textAlign":34},[1325,1329],{"text":1326,"type":22,"marks":1327},"Delegated investors",[1328],{"type":38},{"text":1330,"type":22}," discretionary, advisor-managed portfolios",{"type":836,"content":1332},[1333],{"type":18,"attrs":1334,"content":1335},{"textAlign":34},[1336,1340],{"text":1337,"type":22,"marks":1338},"Active management seekers",[1339],{"type":38},{"text":1341,"type":22}," ongoing monitoring & regular reviews",{"type":836,"content":1343},[1344],{"type":18,"attrs":1345,"content":1346},{"textAlign":34},[1347,1351],{"text":1348,"type":22,"marks":1349},"Planning-focused clients",[1350],{"type":38},{"text":1352,"type":22}," includes tax, estate, and financial planning",{"type":836,"content":1354},[1355],{"type":18,"attrs":1356,"content":1357},{"textAlign":34},[1358,1362],{"text":1359,"type":22,"marks":1360},"Institutional clients",[1361],{"type":38},{"text":1363,"type":22}," e.g. foundations, endowments, charities","Who is Cabot Wealth Management best for?",{"id":1366,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1367,"copyright":12,"fieldtype":1368,"meta_data":1369,"is_external_url":543},140676622090611,"https://a.storyblok.com/f/185166/200x200/97041f2b5a/cabot-wealth-management-review.jpg","asset",{},"Cabot Wealth Management ","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Not sure if Cabot Wealth Management suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1375,"data":1376,"component":935},"7e4ab5b7-7350-426e-bdcb-7740fcb3bc49",{"type":15,"content":1377},[1378,1387,1395,1403,1411,1420,1478,1487,1545,1554,1562],{"type":764,"attrs":1379,"content":1380},{"level":766,"textAlign":34},[1381],{"text":1382,"type":22,"marks":1383},"What are the pros and cons of Cabot Wealth Management?",[1384,1386],{"type":129,"attrs":1385},{"color":773},{"type":38},{"type":18,"attrs":1388,"content":1389},{"textAlign":34},[1390],{"text":1391,"type":22,"marks":1392},"Cabot Wealth Management offers an advisor-led, actively managed wealth management service designed for clients seeking personalized support. ",[1393],{"type":129,"attrs":1394},{"color":773},{"type":18,"attrs":1396,"content":1397},{"textAlign":34},[1398],{"text":1399,"type":22,"marks":1400},"However, like all advisory firms, Cabot has its strengths and weaknesses. Knowing these is vital before you decide whether to continue with the firm. ",[1401],{"type":129,"attrs":1402},{"color":773},{"type":18,"attrs":1404,"content":1405},{"textAlign":34},[1406],{"text":1407,"type":22,"marks":1408},"Here are some key pros and cons of Cabot to get you started. ",[1409],{"type":129,"attrs":1410},{"color":773},{"type":18,"attrs":1412,"content":1413},{"textAlign":34},[1414],{"text":1415,"type":22,"marks":1416},"Pros of Cabot Wealth 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managed\tAnnual advisory fee",{"type":18,"attrs":1600,"content":1601},{"textAlign":34},[1602],{"text":1603,"type":22},"Up to $1,000,000\t1.25%",{"type":18,"attrs":1605,"content":1606},{"textAlign":34},[1607],{"text":1608,"type":22},"$1,000,000 – $2,500,000\t1.00%",{"type":18,"attrs":1610,"content":1611},{"textAlign":34},[1612],{"text":1613,"type":22},"$2,500,000 – $5,000,000\t0.85%",{"type":18,"attrs":1615,"content":1616},{"textAlign":34},[1617],{"text":1618,"type":22},"$5,000,000 – $10,000,000\t0.75%",{"type":18,"attrs":1620,"content":1621},{"textAlign":34},[1622],{"text":1623,"type":22},"$10,000,000+\tNegotiable","10",{"_uid":1626,"data":1627,"component":935},"1cfef19f-b52b-4f75-a17f-805476dfcd80",{"type":15,"content":1628},[1629,1638,1646,1655],{"type":18,"attrs":1630,"content":1631},{"textAlign":34},[1632],{"text":1633,"type":22,"marks":1634},"Other 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These costs vary by account implementation and are paid to third parties rather than to Cabot. ",[1644],{"type":129,"attrs":1645},{"color":773},{"type":764,"attrs":1647,"content":1648},{"level":766,"textAlign":34},[1649],{"text":1650,"type":22,"marks":1651},"What is Cabot Wealth Management’s minimum account size?",[1652,1654],{"type":129,"attrs":1653},{"color":773},{"type":38},{"type":18,"attrs":1656,"content":1657},{"textAlign":34},[1658],{"text":1659,"type":22,"marks":1660},"Cabot Wealth Management’s wealth management service is positioned for higher-balance 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requirement",{"type":18,"attrs":1687,"content":1688},{"textAlign":34},[1689],{"text":1690,"type":22},"Wealth management services\t$500,000",{"type":18,"attrs":1692,"content":1693},{"textAlign":34},[1694],{"text":1695,"type":22},"Tax preparation services\t$1,500,000",{"_uid":1697,"data":1698,"component":935},"71f3975a-325c-42cc-845a-d03effb6de63",{"type":15,"content":1699},[1700,1708,1717,1725,1733,1821,1829,1895,1904,1912,1920,1928,1937,1945,1953,1962,1970,1978,1986,1995,2017],{"type":18,"attrs":1701,"content":1702},{"textAlign":34},[1703],{"text":1704,"type":22,"marks":1705},"The firm also notes that it may accept clients based on individual circumstances, waive minimums at its discretion, and may institute a tax preparation fee for complex tax returns.",[1706],{"type":129,"attrs":1707},{"color":773},{"type":764,"attrs":1709,"content":1710},{"level":766,"textAlign":34},[1711],{"text":1712,"type":22,"marks":1713},"Who should choose Cabot Wealth 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family groups who can meet the stated minimum initial investment.",[1749],{"type":129,"attrs":1750},{"color":773},{"type":836,"content":1752},[1753],{"type":18,"attrs":1754,"content":1755},{"textAlign":34},[1756,1762,1767],{"text":1757,"type":22,"marks":1758},"Those who want to delegate day-to-day decisions: ",[1759,1761],{"type":129,"attrs":1760},{"color":773},{"type":38},{"text":1763,"type":22,"marks":1764},"Cabot typically manages accounts on a discretionary basis (with written authorization), allowing the firm to trade within the client’s stated objectives and any written restrictions.",[1765],{"type":129,"attrs":1766},{"color":773},{"text":1768,"type":22,"marks":1769}," ",[1770,1772],{"type":129,"attrs":1771},{"color":773},{"type":38},{"type":836,"content":1774},[1775],{"type":18,"attrs":1776,"content":1777},{"textAlign":34},[1778,1784],{"text":1779,"type":22,"marks":1780},"Active-management clients: 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