Ellen Duffy is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in West Roxbury, MA, with 13 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
20 McKenna Terrace, Suite 306, West Roxbury, MA, 02132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ellen uses Parkway Wealth Management as the business name for her investment advice services through Private Advisor Group, LLC. She also owns investment real estate and serves on the Parkway YMCA Board of Directors as a volunteer.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Aevitas Wealth Management, INC.
State Registrations1 state
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