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 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
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
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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