Justin Mcnamara
Justin Mcnamara is a CFP-designated registered investment advisor at Mcnamara Financial Services, INC., based in Chelmsford, MA, with 21 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 934 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.35% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets with the firm are taken into consideration.
Fee Estimator
Location
235 Billerica Road, Chelmsford, MA, 01824
Get directionsHistory
Regulatory History (1)
Regulatory
March 2013Other Business Activities
Justin is the Vice President and Owner of McNamara Financial Services, Inc., an entity created for his securities business. This activity is investment-related.
Employment History
Current Registrations
Mcnamara Financial Services, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
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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