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THE Bollard Group LLC

Headquartered in BOSTON, MA

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Firm Information

THE Bollard Group LLC is an investment advisor based in BOSTON, MA, with approximately $5.7 billion in regulatory assets under management. They advise on private equity and special situation investments, and offer financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Their client base includes high-net-worth individuals and pooled investment vehicles.

THE Bollard Group LLC

ONE JOY STREET

BOSTON, MA 02108

$5.66B

Assets Under Management

14

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advising on private equity and special situation investments

Advising on private equity and special situation investments

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

THE BOLLARD GROUP LLC has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at THE Bollard Group LLC

View All 1 Advisors
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Jean Nmn Qiu

RA

BOSTON, MA

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Disclosures

There are no public disclosures for THE Bollard Group LLC.

Frequently Asked Questions (7)

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