Carolyn Macedo is a registered investment advisor at F L Putnam Investment Management CO., based in Needham, MA, with 13 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
250 1st AVENUE, SUITE 301, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Svb Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
State Registrations5 states
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