John Barber is a CFP-designated registered investment advisor at Beaumont Financial Partners, based in Needham, MA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,751 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For diversified accounts, the typical annual management fee is up to 1%. Non-diversified accounts, for example bond ladder only accounts, will normally be charged a reduced rate, typically an annual investment management fee of 0.50% of the of the accounts market value. Fees are negotiable.
Fee Estimator
Location
250 1st Avenue, Suite 101, 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
Beaumont Financial Partners
Previous Registrations
Beaumont Financial Partners LLC
State Registrations1 state
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