McGovern Financial Planning offers investment management and financial planning services. For investment clients, financial planning is generally included. McGovern Financial Planning also provides financial planning as a standalone service. The firm creates investment policies and manages portfolios based on clients' goals, risk tolerance, and time horizons. They may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$64M
Clients121
Advisors1
Avg. per Client$530K
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The Registrant may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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