Lynne Nahigyan
Lynne Nahigyan is a CFP-designated registered investment advisor at Northstar Financial Companies, INC., based in Mattapoisett, MA, with 28 years of industry experience. Lynne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $440M 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 $1.0M | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. The wrap fee covers the cost of comprehensive, ongoing financial planning.
Fee Estimator
Location
109 Fairhaven Rd, Suite F, Mattapoisett, MA, 02739
Get directionsHistory
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
Northstar Financial Companies, INC.
Previous Registrations
Seamark Financial Services, INC.
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.