Richard Losanno is a CFA-designated registered investment advisor at Single Track Financial, INC., based in Woburn, MA, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 34 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
400 Tradecenter, Suite 5900, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Single Track Financial, INC.
State Registrations1 state
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