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Gregory Doherty is a registered investment advisor at Gregory M Doherty, CPA, based in Dedham, MA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 126 clients with $67M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
126 clients
Average Client Portfolio
$530K average
Assets Under Management
$66.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
306 High St, Dedham, MA, 02026
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Regulatory History (2)
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Regulatory
October 2019Final
Regulatory
June 1998Final
Employment History
Current Registrations
Gregory M Doherty, CPA
December 1998 - Present · 27 yrs 5 mos
State Registrations1 state
MA
Advisor
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
No exam information available for this advisor.