Michael Mcnamara
Michael Mcnamara is a CFP-designated registered investment advisor at Mcnamara Financial Services, INC., based in Marshfield, MA, with 43 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 934 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
1020 Plain Street, Suite 200, Marshfield, MA, 02050
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
February 1992Other Business Activities
Michael serves as a trustee for family-related trusts. He is also the president and owner of McNamara Financial Services, Inc., an entity created for his securities business.
Employment History
Current Registrations
Mcnamara Financial Services, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Winthrop Securities CO., INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.