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How does the advisor help clients – Key Takeaways:
- Provides custom-tailored investment solutions
- Offers expert financial advice
- Assists with retirement planning
- Creates personalized financial plans
- Offers access to a team of knowledgeable advisors
Facts and Insights:
Boston Financial Management LLC currently manages approximately $2.5 billion in assets under management, with a team of 12 advisors. The firm has been in business since 1973, with a successful track record of helping clients achieve their financial goals.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 12 | Since 1973 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types:
Boston Financial Management LLC caters to a diverse clientele, including high net worth individuals, families, trusts, and institutions. The firm’s advisors work closely with each client to understand their unique financial goals and develop a customized plan to achieve them.
Fees & Compensation:
The firm’s fee structure is based on a percentage of assets under management. This fee is determined by the level of service and expertise required by each client. Boston Financial Management LLC prides itself on transparency and aims to provide competitive and fair pricing to its clients.
Background:
Boston Financial Management LLC was founded in 1973 by a group of experienced advisors who wanted to offer comprehensive financial services to clients. Today, the firm is still employee-owned and continues to prioritize client satisfaction above all else.
Financial Advisor Disclosures to Know:
Boston Financial Management LLC is a fiduciary, meaning they are legally obligated to act in the best interests of their clients at all times. The firm has a clean record and has no disciplinary actions or regulatory sanctions against them. They pride themselves on their ethical principles and dedication to putting clients first.