linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dylan Chamberlaine Brix

Boston Family Office LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dylan? Claim Your Profile

About Dylan Chamberlaine Brix

Dylan Brix is a registered Investment Advisor Representative (IAR) with Boston Family Office LLC. Dylan has been with the firm since September 2020. Dylan is registered with the state of Massachusetts. Dylan holds a Series 65 license and is a Chartered Financial Analyst. Dylan has previously worked at Loring, Wolcott & Coolidge, athenahealth, Inc., and Reynders, McVeigh Capital Management, LLC. Boston Family Office LLC is a Registered Investment Advisor (RIA) with headquarters in Boston, Massachusetts. The firm has 9 investment advisor representatives (IARs). Boston Family Office LLC specializes in providing financial planning, portfolio management for individuals, and other advisory services. The firm manages $1.73 billion in assets for 789 clients. The firm primarily serves individuals and charitable organizations. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

Firm Information

Dylan Brix is currently registered with Boston Family Office LLC. Boston Family Office LLC is an investment advisor registered with the SEC. They provide investment advisory services such as financial planning, portfolio management for individuals, and selection of other advisors. The firm has 9 investment advisory functions and 8 investment advisor representatives. They manage approximately $1,736,646,169 in assets for 789 clients. Their client base consists primarily of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also offer trust and estate review and administration services.
Boston Family Office LLC

88 BROAD ST. (2ND FLOOR)

BOSTON, MA 02110

$1.74B

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

trust & estate review & admin.

Trust & estate review & admin.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dylan Brix’s Registration & Firm History

MA

10/06/2020 - Present

Boston Family Office LLC (BOSTON MA)

Not sure if Dylan Chamberlaine Brix is right for you?

Licenses & Designations

IA

Issued 11/26/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Chamberlaine Brix.
Not sure if Dylan Chamberlaine Brix is right for you?