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PortfolioFix

Address
100 Cummings Ctr, Ste-207P Beverly MA 01915
Phone
(978) 922-0435
Visit:
portfoliofix.com
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Business Hours

Status: Closed

Sunday
Closed
Monday
8:00am-5:00pm
Tuesday
8:00am-5:00pm
Wednesday
8:00am-5:00pm
Thursday
8:00am-5:00pm
Friday
8:00am-5:00pm
Saturday
9:00am-2:00pm

Tags

* Distance/Virtual Planning Advice on allocation of 401K investments Cash Flow Spending Plan College Funding Advice Distance Employee Financial Education Financial Planners Financial Planning Financial Seminars Financial Services Investing Investment Advisory Service Investments Ongoing Asset Management via Nationally Recognized Retirement Planning Strategies Tax Preparation State & Federal Virtual Planning

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What the community has to say about PortfolioFix

Information about this business (2)

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...

Posted on March 07, 2015. Brought to you by 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...

Posted on January 30, 2015. Brought to you by superpages.

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Business description (1)

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.

Posted on February 19, 2015. Brought to you by localguides.

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