McNamara Financial Services (MFS) provides investment advice and financial planning to individuals, high net worth individuals, trusts, businesses, and retirement plans. MFS creates customized investment strategies using mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or other investments. MFS also offers financial planning services, either as part of investment management or as a separate service. MFS acts as a fiduciary, meaning it's legally required to act in your best interest.
Assets Under Management$800M
Clients934
Advisors4
Avg. per Client$850K
Avg. per Advisor$200M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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