J.M. FORBES & CO. LLP
Boston, Massachusetts
J.M. Forbes & Co. LLP, based out of Boston, MA, is a prominent local investment advisory firm dedicated to serving the financial needs of their clients. With a team of 19 highly skilled professionals, including 6 experienced investment advisors, the firm has established a solid reputation in the industry. The average assets under management per investment advisor amount to approximately $126,360,000, which aligns with the industry average. J.M. Forbes & Co. LLP caters to a diverse clientele, managing over $1,021,564,000 in assets for more than 660 individual clients. While the majority of their assets under management are for hig...
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Assets Under Mgmt

$1.02B

Investment Professionals

6

Locations

0

% 401K & Individual

17%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: CONSULTING
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