Denis Cleary is a registered investment advisor at 71 West Capital Partners, based in Boston, MA, with 19 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
71 West Capital Partners charges a blended annual investment management fee ranging from 0.30% to 1.00% of the assets they manage. The fee is based on the client’s chosen asset classes, with each asset class having a different advisory fee. The overall fee is billed at different rates against each asset class comprising the client’s overall assets under management. Clients may also utilize margin lending and other administrative services for a separate, additional fee.
Location
1 Post Office Square, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Denis is involved in several real estate companies, including Camdan Properties, Adille LLC, DBMG LLC, Ketch DJC III LLC, Prime North End Realty LLC, Aidille LLC, Breck LLC, and Camdan LLC, primarily focused on multi-family residential rental properties. He also dedicates time to The Dexter Southfield School, an educational institution.
Employment History
Current Registrations
71 West Capital Partners
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Goldman Sachs & CO. LLCBroker
State Registrations4 states
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