Boston Financial Management LLC
Assets Under Management
$5.0B
Number of Clients
1,170
Number of Advisors
N/A
Average Client AUM
$4.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Boston Financial Management provides investment management, financial planning, estate planning, and trust services to individuals, families, endowments, and not-for-profit organizations. They create customized financial plans, monitor portfolios, and manage investment changes. They also offer professional trustee and fiduciary services through Boston Fiduciary Services, LLC.
Fee Structure
Fees are customized based on the size and complexity of the relationship, generally ranging from 0.40% to 1.25% of assets under management. Fees are payable quarterly in advance. Clients may negotiate a fee based on time spent or a fixed fee for investment or planning advice through consultations. Intergenerational wealth management services and estate and financial planning advice are generally offered at no additional charge to investment advisory clients. The firm suggests a minimum relationship size of $2,000,000.
Areas of Practice
Location
255 State Street, 6th Floor, Boston, MA, 02109