Conaghan Financial Services offers financial planning and portfolio management services to individuals and small businesses. Financial planning includes assessing a client's financial status, creating investment portfolios, and modeling future retirement needs. Portfolio management involves recommending securities and actively managing accounts. Conaghan Financial Services also offers tax and accounting services through Five Star Tax and Accounting.
Fee Structure
Conaghan Financial Services charges a percentage of your portfolio value annually for investment management. This fee ranges from 0.5% to 2.0% per year. The fee is calculated quarterly based on the average of the beginning and ending account balance for the quarter. Clients receiving portfolio asset management services will not be billed a client retention fee.