Parkmount Financial Partners LLC
Parkmount Financial Partners manages investment portfolios and provides personalized financial planning and consulting for individuals, families, trusts, and business owners. Parkmount Financial Partners offers asset management, comprehensive portfolio management, standalone financial planning, ongoing subscription planning, and retirement plan consulting. The firm tailors investment strategies to each client's specific needs and risk tolerance, often utilizing third-party money managers to help implement portfolios. Parkmount Financial Partners operates as a registered investment advisor based in Scituate, Massachusetts, and is wholly owned by Joseph Boughan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $3.0M | 0.80% |
| $3.0M - $7.5M | 0.65% |
| $7.5M+ | 0.50% |
Schedule reflects the Asset Management service tiers. Comprehensive Portfolio Management has a separate tiered schedule ranging from 1.50% down to 0.65% before becoming negotiable.
