Joseph Somerset is a CFA-designated registered investment advisor at Beantown Financial Advisors LLC, based in Jefferson, MA, with 20 years of industry experience. Joseph 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, Insurance Planning, and 3 more. Their firm serves 63 clients with $160M 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 | 1.50% |
The annual fee ranges from 0.5% to 1.5% of assets, depending on the size and complexity of a client’s account/situation.
Fee Estimator
Location
Jefferson, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beantown Financial Advisors LLC
State Registrations1 state
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