Alyssa Reed is a CFP-designated registered investment advisor at Mcnamara Financial Services, INC., based in Marshfield, MA, with 19 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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 may be negotiable.
Fee Estimator
Location
1020 Plain Street, Suite 200, Marshfield, MA, 02050
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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
Mcnamara Financial Services, INC.
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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