Boston Hill Advisors, LLC is a registered investment adviser based in North Andover, Massachusetts, established in 2006. The firm specializes in providing investment advisory services, wealth management, financial planning, and retirement planning. Boston Hill Advisors offers asset management programs with a minimum account size requirement of $500,000 for BHA Managed Accounts. The firm's fee structure for portfolio management services is based on a percentage of assets under management, with fees declining as assets increase. Fees are negotiable and billed monthly or quarterly based on the average daily balance. Clients receive regular account statements and performance reports, and the firm reviews accounts at least weekly, with more frequent reviews during significant market fluctuations. Boston Hill Advisors does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Additionally, Boston Hill Advisors does not take custody of client funds or securities, and clients' assets are held with independent custodians. The firm does not participate in soft dollar arrangements and provides financial planning and consulting services at a fixed fee or hourly rate.

Neirg Wealth Management, LLC is a financial advisory firm based in North Andover, Massachusetts. It currently has approximately $883,229,573 of assets under management and employs about 15 people. Neirg Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and revenue sharing with our affiliate, focus risk solutions.

Abbot Financial Management, Inc is a financial advisory firm based in North Andover, Massachusetts. It currently has approximately $240,197,809 of assets under management and employs about 4 people. Abbot Financial Management, Inc uses a fee structure of and a percentage of assets under your management.

House Hanover, LLC is a registered investment adviser established in June 2016, primarily serving as General Partner to various investment funds. The firm oversees the management and wind-down of these funds, delegating certain rights to an Investment Manager. House Hanover also provides investment advisory services to Princeton Capital Corporation, a closed-end investment company. The firm charges a fixed fee for its services and does not impose performance-based fees. Clients include private equity funds, pooled investment vehicles, and a closed-end investment company. House Hanover has full investment discretion for most assets but retains control over certain Segregated Assets. The firm follows a Code of Ethics, ensuring high standards of business conduct and fiduciary duty. House Hanover has custody of certain funds and oversees investment discretion, voting client securities, and financial information. The firm does not accept compensation for client referrals and complies with regulatory requirements. Clients can request detailed information on the firm's proxy voting policies and procedures.

R. B. Needham Advisory Corp. is a state-registered investment advisor established in 1985, offering custom investment management and financial counseling services to individuals, trusts, retirement plans, and endowments. The firm operates on a fee-only basis, acting as a fiduciary to act in the best interest of clients. They do not receive commissions or sell products. The firm's investment philosophy focuses on creativity, professionalism, and comprehensive investment counseling tailored to meet each client's unique needs. They offer a client-responsive approach to managing assets and emphasize long-term performance and client orientation. Clients have the option of discretionary or non-discretionary accounts, with Needham Advisory having the authority to make investment decisions for discretionary accounts without specific client consent. The firm provides a range of services, including goal definition, asset allocation, security selection, investment management, financial counseling, and financial planning. Needham Advisory's fee structure is based on the client's account asset value, with fees billed monthly in advance. The firm's staff includes Robert B. Needham, George J. Kimball, Joseph Gardino, Priscilla Cubelli, and Paige Coleman, each bringing extensive experience and expertise to the firm. Needham Advisory complies with regulatory requirements, such as the Custody Rule, and has no reportable disciplinary history. Clients can access detailed information about the firm's staff, services, and business practices through the SEC's website.