93 Financial Group, based in Woburn, MA, offers financial planning, investment management, insurance, and retirement planning services. They work with individuals, families, business owners, trusts, and estates. 93 Financial aims to build strong personal relationships with clients, tailoring their services to each client's goals and objectives. They manage investments primarily using mutual funds and exchange-traded funds.
Assets Under Management$780M
Clients1,172
Advisors5
Avg. per Client$670K
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
93 Financial may negotiate a lower management fee based on certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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