EST. 2009

Visionary wealth management, transcending the capabilities and limitations of traditional firms.

As fiduciary advisors we couldn't find what we needed, so we built it. An independent, boutique financial services firm making institutional strategies and solutions available to everyone.

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To receive the Boston Magazine Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
WELCOME TO
COMMONS CAPITAL
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Move Beyond the Herd

At Commons Capital, our independence allows us to prioritize your financial goals, not corporate quotas. We offer a comprehensive suite of wealth management advice and services, tailored to meet the unique needs of individuals, multigenerational families, businesses and institutions from around the world.

Capabilities

01
Investment Management
02
Financial Planning
03
Family Office Services
04
Aggregated Reporting
05
Retirement Income Planning
06
Legacy Planning
07
Private Banking
08
Philanthropic Gifting
09
Educational Planning
10
Risk Management
EXPLORE
EXPLORE

Independent. Unbiased. Trusted.

Since our founding in 2009, our team of fiduciary financial advisors has over 85 years of cumulative experience helping clients navigate the management of private wealth, demanding businesses, the habitual and the unusual. Headquartered in Needham, Massachusetts, with an office in New York City, we bring a holistic view of wealth that surpasses the ordinary.

Highlights

01
Boston Magazine Wealth Manager Award — 13 Consecutive Years
02
Over 85 Years of Cumulative Experience
03
Fiduciary Financial Advisors
04
Credentials and Affiliations — CRPC®, CSNA, CLTC, Portfolio Manager
05
Individual Securities Selection Approach to Portfolio Management
06
Transparent Fee Structure and Client Service Model
07
Community Invovlement
OUR STORY
OUR STORY
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featured insights

frequently asked questions

01
What type of insurance does Commons Capital carry to protect my assets?
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Through our relationship with Fidelity Institutional Wealth Services, LLC, accounts with Commons Capital have FDIC, SIPC and a supplemental policy through Lloyd’s of London to provide protection on 100% of all account balances.

The Federal Deposit Insurance Corporation (FDIC) is a U.S. government agency that insures cash deposits at FDIC member banks, generally up to $250,000 per account. For more information related to the FDIC, including coverage limits and rules, please visit fdic.gov.

The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that protects stocks, bonds, and other securities in case a brokerage firm goes bankrupt and assets are missing. The SIPC will cover up to $500,000 in securities, including a $250,000 limit for cash held in a brokerage account. Learn more about SIPC coverage at sipc.org.

02
Are you a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC)?
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Yes, Commons Capital is a Registered Investment Adviser. Our Form ADV is available to interested parties. For more information about Registered Investment Advisers and what you need to know before selecting one, please refer to the SEC's website.

03
How much wealth do I need to work with you? Do you have a minimum threshold?
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Just as our client relationships are unique, so too are our parameters for starting a relationship with a client. Generally, the more complex the financial situation, the more need for assistance. Sometimes the level of complexity is directly correlated with wealth and other times it is not.

We evaluate each potential client relationship as it develops. We do not have a stated minimum relationship size, but clients with at least $500k of investable assets are usually able to take advantage of the majority and holistic nature of our services.

04
Are the Private Wealth Advisors at Commons Capital fiduciaries?
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All of the Private Wealth Advisors at Commons Capital are fiduciaries and manage their clients' investments in a way that is aligned with the clients' best interests. They must follow certain rules and regulations. Some financial advisors can act in a fiduciary capacity, but be careful — this does not mean that all advisors are fiduciaries.

05
What fees do you charge for your services?
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As a fee-only private wealth management firm, we do not accept any commissions and we do not have any fee-sharing relationships with outside providers. We do not have a stated fee schedule with minimums, maximums or breakpoints. Each client relationship is unique and is evaluated on a case-by-case basis. Different services require different rationales for establishing fees.

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