Daniel Monaghan is a CFP-designated registered investment advisor at Liberty Forge LLC, based in Boston, MA, with 4 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 198 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
The annual management fee will not exceed 1.85% per year and is charged monthly in advance based on market value. Fees may be negotiated in the firm's sole discretion.
Fee Estimator
Location
20 Newbury Street, Floor 3, Boston, MA, 02116
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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
Liberty Forge LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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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