Community Financial Group offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm builds portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, with a long-term focus while tailoring strategies to each client's specific financial situation and risk tolerance. In addition to managing investments, Community Financial Group provides financial planning covering personal finances, tax and cash flow, investments, insurance, retirement, and estate planning. Clients can also receive insurance consulting through a partnership with DPL Financial Partners. Community Financial Group operates as a registered investment advisor based in Marlborough, Massachusetts, and is owned and operated by Paul M. Travis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 0% to 2.00% depending on the size and complexity of the client relationship. Fees are negotiable at the discretion of the advisor.