Jennifer Dougherty is a CFA-designated registered investment advisor at Broadwealth LLC, based in Winchester, MA, with 10 years of industry experience. Jennifer 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 4 more. Their firm serves 15 clients with $110M 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
The minimum fee for Wealth Management Services is $30,000 annually. Fees shall not exceed 2% of assets under advisement.
Fee Estimator
Location
Winchester, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Broadwealth LLC
Previous Registrations
Ballentine Partners
State Registrations1 state
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