Fenway Financial Advisors offers financial planning and investment management services to individuals, trusts, estates, foundations, corporations, retirement plans, and charitable organizations. Financial planning covers cash flow, college planning, insurance, retirement, tax, and estate planning. Investment management is offered on a non-discretionary basis, meaning Fenway Financial Advisors needs verbal confirmation from the client before making changes to their accounts. Fenway Financial Advisors also conducts educational seminars and workshops.
Fee Structure
Fenway Financial Advisors' fees for investment management can be fixed-fee, hourly, or per diem:
- Fixed fees are per rebalancing and range from $600 to $3000.
- Hourly rates vary from $400 to $600, depending upon the nature of the engagement.
- Per diem rates vary depending upon the engagement.
Fees are negotiable and may be higher or lower based on the portfolio's size, complexity, asset structures, and other factors.