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Proctor Financial
Sherborn, Massachusetts
Proctor Financial, based out of Sherborn, MA, is a small investment advisory firm with a strong focus on personalized financial services. With a team of 7 dedicated professionals, including 3 experienced investment advisors, they offer comprehensive guidance to clients seeking effective wealth management solutions.
With an average of $47,210,000 in assets under management per investment advisor, Proctor Financial maintains a solid track record in the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. These flexible options ensur...see more
Assets Under Mgmt
$297.56M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other: TAX PREPARATION
Other Business Activities
- Accountant or accounting firm
Reviews for Proctor Financial
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