Boston Financial Management LLC

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Assets Under Management

$5.0B

Number of Clients

1,170

Number of Advisors

N/A

Average Client AUM

$4.3M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Boston Financial Management provides investment management, financial planning, estate planning, and trust services to individuals, families, endowments, and not-for-profit organizations. They create customized financial plans and monitor portfolios, making adjustments as needed. They also offer trustee and fiduciary services through Boston Fiduciary Services, LLC.

Fee Structure

Minimum Investment:$2M

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth

Location

255 State Street, 6th Floor, Boston, MA, 02109

0 Advisors at this firm

No advisors found for this firm.