Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000
Loading...

Location

One Boston Place, 11th Floor, 201 Washington Street, Boston, MA, 02108

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Focus Partners Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
June 2023 - July 2024 · 1 yr 1 mo
Krilogy
August 2021 - September 2023 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.