Overview
Assets Under Management: $102 million
Headquarters: DEDHAM, MA
High-Net-Worth Clients: 52
Average Client Assets: $1.6 million
Frequently Asked Questions
BOSTON RETIREMENT ADVISORS,LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116572), BOSTON RETIREMENT ADVISORS,LLC is subject to fiduciary duty under federal law.
BOSTON RETIREMENT ADVISORS,LLC is headquartered in DEDHAM, MA.
BOSTON RETIREMENT ADVISORS,LLC serves 52 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, BOSTON RETIREMENT ADVISORS,LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BOSTON RETIREMENT ADVISORS,LLC manages $102 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, BOSTON RETIREMENT ADVISORS,LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.56%
Average Client Assets: $1.6 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 116572
Filing ID: 1184921
Last Filing Date: 2018-03-28 09:30:00