Gregory M. Doherty CPA/CFP is a fee-only financial advisor offering investment advice and financial planning services, including retirement, college, and tax planning. He primarily advises on mutual funds and individual stocks, tailoring his advice to each client's specific financial needs and goals. He does not advise on options, derivatives, or other non-traditional investments.
Assets Under Management$67M
Clients126
Advisors1
Avg. per Client$530K
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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