James Michael Doogan

CFA

Crestwood Advisors

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Crestwood Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$7.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Minimum Annual Fee:$10,000

Location

One Liberty Square, Suite 500, Boston, MA, 02109

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Crestwood Advisors

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Wealth Enhancement Advisory Services, LLC

September 2022 - April 2023 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.