Daniel Garron
Daniel Garron is a CFP-designated registered investment advisor at Beaumont Financial Partners, based in Needham, MA, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,910 clients with $3.8B 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% |
Typical annual fee is up to 1% for diversified accounts and 0.50% for non-diversified accounts like bond ladders. Fees are negotiable.
Fee Estimator
Location
250 1st Avenue, Suite 101, Needham, MA, 02494
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Beaumont Financial Partners
Previous Registrations
Beaumont Financial Partners LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Pfpc Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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