Kelsey Brennan is a CFP-designated registered investment advisor at Perennial Advisors Group, LLC, based in Westford, MA, with 8 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 189 clients with $320M in assets under management.
Compensation
Firm Size
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Fee Structure
Perennial Advisors Group offers wealth management services for a fee based on a percentage of the value of your portfolio, a flat percentage-based fee, or a flat annual fee. Some legacy clients pay up to $35,000 annually. Other clients are charged up to 1.5% of the value of their portfolio. Fees are negotiable based on factors like the amount of assets, type of portfolio, and complexity of the engagement. Fees are billed quarterly.
Contact
Kelsey Brennan
Location
270 Littleton Road, Suite 19, Westford, MA, 01886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Perennial Advisors Group, LLC
State Registrations2 states
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