F L Putnam Investment Management CO.
Assets Under Management
$7.7B
Number of Clients
2,563
Number of Advisors
62
Average Client AUM
$3.0M
AUM per Advisor
$124.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
F.L.Putnam offers discretionary and non-discretionary investment management, advisory, and financial planning services. They cater to individuals, families, foundations, endowments, and institutions. Services include tailored investment strategies, financial planning, family office solutions, and consulting.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
6 Kimball Lane, Lynnfield, MA, 01940
62 Advisors at this firm
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