CM
CM

Carolyn Stewart Macedo

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.93%
$5.0M - $10.0M0.80%
$10M+0.60%

Advisory Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

250 1st AVENUE, SUITE 301, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
F L Putnam Investment Management CO.
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Svb Wealth
February 2015 - August 2023 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - April 2011 · 1 yr 6 mos
Banc of America Investment Services, INC.
March 2009 - October 2009 · 7 mos
State Registrations5 states
FLMANHRITX
Advisor
Exams
No exam information available for this advisor.