Boston Financial Management

Financial Advisor in Boston, MA

Firm Info
Address: 255 State St, Boston, MA 02109, USA
Phone: (617) 338-8108

Firm Size
Assets Under Management: $3.8 billion
# of Advisors: 23
# of Clients: 2,277
Client to Advisor Ratio: 99:1
Average Account Size: $1.7 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Boston Financial Management LLC Overview

Boston Financial Management LLC is a well-established investment advisory firm that has been providing top-notch services to clients since 1976. The firm is based in Boston, Massachusetts, and operates on a fee-based arrangement. As an investment advice-only registered advisory firm, Boston Financial Management LLC specializes in providing clients with personalized financial planning services and portfolio management for both individuals and small businesses. As a leading investment advisory firm, Boston Financial Management LLC offers a wide range of services to meet clients' needs, including portfolio management for businesses and institutional clients. The firm prides itself on providing exceptional service and customer care, ensuring that clients receive personalized attention and expert guidance every step of the way. With their years of experience and expertise in the market, Boston Financial Management LLC is the go-to investment advisory firm for clients seeking top-quality financial planning and portfolio management services. They work tirelessly to ensure that clients' investments are well-managed and protected, helping individuals and businesses achieve their long-term financial goals. Whether you're an individual looking for financial planning services, or a business or institutional client seeking portfolio management solutions, Boston Financial Management LLC is the right choice for you.

Boston Financial Management LLC caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. The firm's services are not limited to any specific client type, and it is well-versed in managing finances for various clients, ensuring their financial plans are tailored to their unique needs. The fee structures offered by Boston Financial Management LLC depend on the services provided to clients. Clients can choose between percentage of AUM, hourly, or fixed fees, based on their specific needs and goals. The firm's percentage of AUM fee, also known as assets under management, is a fee based on the total amount of assets being managed by the firm. The hourly fee structure is based on the number of hours spent on the client's account. The fixed fee structure charge a standard cost for particular services provided. Each of these fee structures is designed to give clients flexibility and affordability, ensuring they receive quality financial advice and management services at a reasonable cost.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Boston Financial Management LLC is $2,000,000.00, according to their Part 2 Brochure note about investment minimums. The firm suggests this minimum relationship size in order for clients to receive the maximum benefit of their services.

How This Office Can Help Boston, MA Residents

Boston Financial Management is a wealth management company that helps clients in Boston, MA with their financial needs. The company offers a range of services to assist clients with their financial planning, investment management, and retirement planning needs. In addition, Boston Financial Management provides clients with access to a team of experienced financial advisors who can help them navigate complex financial situations. Living in a city like Boston presents unique financial challenges for many people. High housing costs, significant student loan debt, and a competitive job market are just a few of the financial obstacles that Bostonians may face. With the help of Boston Financial Management, clients can gain a clear understanding of their financial situation and work towards achieving their financial goals. Whether someone is looking to buy a home, pay off debt, or plan for retirement, Boston Financial Management can provide personalized financial advice to help them achieve their goals.

To view the Minimum Investment and Fee Schedule for Boston Financial Management LLC, visit their Part 2 Brochure.

Services Offered by Boston Financial Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Boston Financial Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 255 State St, Boston, MA 02109, USA
Phone (617) 338-8108
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 255 STATE STREET, 6TH FLOOR, BOSTON, MA 2109, United States

This firm has no other locations.

State Registrations

Boston Financial Management LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Minnesota
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Boston Financial Management LLC does not have any disclosures. Please visit it's Form ADV for more details.