What are PortfolioFix's hours?

PortfolioFix's hours are Mon-Fri 8am-5pm;; Sat 9am-2pm.

What is PortfolioFix's address?

PortfolioFix is located at 100 Cummings Ctr, Ste-207P, Beverly, MA 01915.

What is PortfolioFix's phone number?

PortfolioFix's phone number is (978) 922-0435.

PortfolioFix

Name: PortfolioFix
Address: 100 Cummings Ctr, Ste-207P, Beverly, MA, 01915, US
Telephone: (978) 922-0435

100 Cummings Ctr, Ste-207P BeverlyMA01915

(978) 922-0435

portfoliofix.com

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Description

As a fee-only advisor, PortfolioFix works exclusively for our clients. Because commissions are not charged on assets, potential conflicts of interest are removed. Assets-under-management (AUM) fees are reasonable and negotiable. PortfolioFix works with a broad array of individual and institutional clients. AUM fees between 0.4-0.95%, depending on account size.

by localguides on February 19, 2015 from localguides

Information from the business

Tailored Planning, Reasonable Fees

As a fee-only advisor, PortfolioFix works exclusively for our clients. Because commissions are not charged on assets, potential conflicts of interest are removed. Assets-under-management (AUM) fees are reasonable and negotiable. PortfolioFix works with a broad array of individual and institutional clients. AUM fees between 0.4-0.95%, depending on account...

by localcom on March 07, 2015 from localcom

As a fee-only advisor, PortfolioFix works exclusively for our clients. Because commissions are not charged on assets, potential conflicts of interest are removed. Assets-under-management (AUM) fees are reasonable and negotiable., PortfolioFix works with a broad array of individual and institutional clients. Clients have the option of engaging our services on an ongoing basis or as needed for...

by superpages on January 30, 2015 from superpages

Advice on allocation of 401K investments Cash Flow Spending Plan Distance Employee Financial Education Financial Planning Financial Seminars Ongoing Asset Management via Nationally Recognized Retirement Planning Strategies Tax Preparation State & Federal Virtual Planning