Nicholas Gannon is a CFP-designated registered investment advisor at Keenan Financial, based in Boston, MA, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 751 clients with $200M 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 | 2.00% |
Maximum annual fee is up to 2.00%. Fees are generally negotiable based on relationship size, household accounts, employee accounts, and level of services needed.
Fee Estimator
Location
7 Bulfinch Place, Suite 302, Boston, MA, 02114
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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 →Other Business ActivitiesSells Insurance
Nicholas works as an insurance agent since 2021, selling life and health insurance. This activity takes a few hours per week.
Employment History
Current Registrations
Keenan Financial
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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