Daniel Bram Jacob

25 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Beaumont Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$3.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

250 1st Avenue, Suite 101, Needham, MA, 02494

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History

Regulatory History (1)

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Customer Dispute

August 2003

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Beaumont Financial Partners

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Beaumont Financial Partners LLC

November 2005 - December 2022 · 17 yrs 1 mo

Strategic Advisers, INC.

May 2000 - September 2005 · 5 yrs 4 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.