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100
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BOSTON RESEARCH AND MANAGEMENT, INC.

40 BEACH STREET, MANCHESTER, MA 01944-1464
Fiduciaryfee-onlySEC Registered
(978) 526-9700 HTTPS://WWW.BOSTONRM.COM/ CRD #107643
$676M
Assets Managed
6
Clients
8
Employees
35
Years Active
since 1991

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46106. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 35 years.

Firm Details

Legal NameBOSTON RESEARCH AND MANAGEMENT, INC.
CRD Number#107643
SEC RegisteredYes
Registration Date1991-07-31
States RegisteredMA
Assets Under Management$676M
Number of Clients6
Employees8
Compensation Typefee-only
Last ADV Filing46106

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Frequently Asked Questions

Is BOSTON RESEARCH AND MANAGEMENT, INC. a fiduciary?

Yes. BOSTON RESEARCH AND MANAGEMENT, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BOSTON RESEARCH AND MANAGEMENT, INC. charge clients?

BOSTON RESEARCH AND MANAGEMENT, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BOSTON RESEARCH AND MANAGEMENT, INC. have any complaints?

No. BOSTON RESEARCH AND MANAGEMENT, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 35 years of operation.

How does BOSTON RESEARCH AND MANAGEMENT, INC. compare to other advisors in MANCHESTER?

BOSTON RESEARCH AND MANAGEMENT, INC. has a Red Flag Score of 100/100. There are 2 registered advisory firms in MANCHESTER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46106. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.