J.P. Aubry Wealth Advisors

As a registered investment advisor, J.P. Aubry Wealth Advisors likely charges a fee based on assets under management, typically a percentage of the portfolio value. This fee structure aligns the firm's incentives with client portfolio growth, as mandated by its fiduciary duty. Industry practice for RIAs often involves a tiered fee schedule, but specific rates for this firm are not publicly available.

Publicly available information does not detail a specific investment philosophy. However, as a multi-family office RIA, the firm likely follows a client-centric approach, creating customized portfolios that balance risk and return based on individual family goals. This typically involves a mix of traditional asset classes like stocks and bonds, alongside alternative investments for diversification.

Yes. As a registered investment advisor with the SEC, the firm is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means it must prioritize client interests above its own, disclose all conflicts of interest, and provide advice that is in the client's best interest.

The firm's name suggests the principal is likely John P. Aubry or a similar named individual, but this is not confirmed by public sources. The SEC's Investment Adviser Public Disclosure (IAPD) database would list the firm's owners and key personnel, though such details are not widely reported in media.

No minimum account size is publicly disclosed for this firm. Multi-family offices typically cater to high-net-worth families, often requiring a minimum of $5–$10 million in investable assets, but this is speculative without explicit disclosure.

The firm serves high-net-worth families, likely including individuals, trusts, and estates. Its multi-family office structure indicates it works with multiple families rather than a single wealthy family, which distinguishes it from a single-family office.