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The fee is billed in arrears and is negotiable.","source":"MWM FORM ADV PART 2A-FIRM BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Massachusetts Wealth Management use?","answer":"Massachusetts Wealth Management’s separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $233M, Charles Schwab & Co., Inc. (San Francisco, CA), with $68.5M and UBS Financial Services Inc. (Weehawken, NJ), with $319K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Massachusetts Wealth Management have?","answer":"Massachusetts Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 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