| Advisor Profile |
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| Name: |
Paul Pignone |
| Phone Number: |
(603) 952-4407 |
| Website: |
Visit Website
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| Disclaimer |
| www.investwithpaul.com |
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Business Description |
| Boston Retirement Advisors, LLC, is a Fee-Only Financial Planning and Investment Advisory firm with over 30 years experience, located in Salem, NH, Honolulu, HI and Bonita Springs, FL. We assist our clients with the creation and preservation of wealth strategies by custom tailoring and individually managing portfolios unique to their risk/return profile and investment time horizon. Our Financial Planning and Investment Advisory services are client-centered and comprehensive to individuals who appreciate the attention to detail and the discipline approach we bring to managing their assets. We understand Financial Planning and investment management are lifelong endeavors as contrasted with one time engagements. We believe in long term relationships and strive to continually understand clients' financial concerns and wishes. We are a Fee-Only firm, and accept no compensation or commissions from any non-client source concerning our services to clients. |
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General Information |
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| Name of Custodial Firm: |
Fidelity Investments
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| States Licensed in: |
New Hampshire, Massachusettes, Florida
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
25
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Services |
| Investment Types: |
Real Estate, Alternative Investments, Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®)
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
176
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| Firm's Number of Planning Clients: |
75
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| Firm's Number of Managed Clients: |
101
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| Assets Managed by Firm: |
$40M
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| Advisor's Number of Clients: |
176
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| Advisor's Number of Managed Clients: |
101
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| Advisor's Number of Planning Clients: |
75
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| Assets Managed by Advisor: |
$35M
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Compliance |
| Registered Investment Advisor: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
no minimum
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| Compensation Methods: |
Flat Fee, Hourly, Based on Assets
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| Prepared By: |
Paul Pignone |
| Most Recent Update: |
09/19/2008 |
Frequently Asked Questions |
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