PD
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Paul Dougherty
29 Years of Experience
Medford, MA
1 Disclosure
Paul Dougherty is a registered investment advisor at Boylston Capital Management, based in Medford, MA, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9 clients with $4.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$477K average
Assets Under Management
$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 1.5% for stock only and balanced portfolios and 0.5% for income only bond portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Medford, MA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 1991Settled
Other Business Activities
Paul is an instructor for STC Corp. in New York, teaching FINRA licensing courses.
Employment History
Current Registrations
Boylston Capital Management
May 1996 - Present · 30 yrs
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.