Barnet Goverman is a CFP-designated registered investment advisor at Financial Solutions Associates, based in Dedham, MA, with 31 years of industry experience. Barnet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 260 clients with $160M 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 $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Financial Solutions Associates retains the right to make exceptions to the advisory fee schedule.
Fee Estimator
Location
990 Washington Street, Dedham, MA, 02026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Solutions Associates
State Registrations3 states
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