George Putnam is a registered investment advisor at Boston Family Office LLC, based in Boston, MA, with 31 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 342 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Boston Family Office calculates its fees as a percentage of the value of your investments. The fee is based on the market value of your portfolio at the end of each quarter. The fee is paid after the quarter is over.
Location
225 Friend Street, #801, Boston, MA, 02114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is the president of New Generation Research, Inc., a publishing company, since 1986. He dedicates about 10-20% of his time to oversight and writing.
Employment History
Current Registrations
Boston Family Office LLC
Previous Registrations
New Generation Advisors, LLC
State Registrations1 state
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