Driscoll Financial
Assets Under Management
$9.2M
Number of Clients
68
Number of Advisors
1
Average Client AUM
$135K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Driscoll Financial offers discretionary and non-discretionary asset management, ERISA plan services, and financial planning/consulting. They may hire sub-advisors. Financial planning includes retirement, estate, investment, and tax planning. Clients are not obligated to act on recommendations or effect transactions through Driscoll Financial.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of your portfolio's value, billed quarterly in advance. For financial planning, the hourly fee is $300. Driscoll Financial may receive referral fees from third-party money managers. The firm does not require a minimum to open an account, but some third-party money managers may have minimum asset requirements.
Areas of Practice
Location
One Park Place, Suite 2, Unit C, 11 Memorial Drive, Plymouth, MA, 02360