Beantown Financial Advisors provides investment supervisory services, investment consultations, and financial planning advice. Financial planning covers retirement, education, tax, insurance, debt management, cash flow, and estate planning. Beantown Financial Advisors also selects and monitors other money managers for clients.
Assets Under Management$160M
Clients63
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 0.5% to 1.5% of assets, depending on the size and complexity of a client’s account/situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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