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Featured Business Financial Advisor in Boston, MA
Boston Financial Advisors
Concierge Wealth Management
346 Commercial Street
Boston, MA 02109
(617) 600-4676
Advisor Profile
Julian Morris, CFP, ChFC, AAMS , CRPC , CFS
Name:  Julian Morris, CFP, ChFC, AAMS , CRPC , CFS
Phone Number:  (617) 600-4676
Website:  Visit Website
Disclosure Link:
www.conciergewealthmangement...

About Concierge Wealth Management

CONCIERGE WEALTH MANAGEMENT is a financial services firm
seeking to create positive changes in the wealth management
industry.We seek to provide our clients with a personal
Wealth Concierge to design a personal financial and
investment plan based on their life goal to create positive
change in their livesWe offer strategies designed to
help our clients become more confident about managing their
financial objectives. They are designed to provide solutions
to both your everyday and long-term financial questions,
and each plan is personalized to address the needs of
high net worth individuals and small business owners. We
continually monitor progress toward your financial goals and
update your plan based on changes in market conditions and
your individual situation.Third party posts found on this
profile do not reflect the views of LPL Financial and have
not been reviewed by LPL Financial as to accuracy or
completeness.Securities and Advisory services offered
through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC. For hyperlinks to FINRA and SIPC,
please refer to website section beneath my contact
information.For a list of states in which I am registered
to do business, please visit our website in the disclosure
link on the left.SpecialtiesInvestment Advice,
Retirement Planning Strategies, Protection and Insurance,
General Financial Planning, Asset Allocation, Education
Planning.
 

General Information

Gender:    Male
CRD#:    4835616
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    CA, FL, MA, MD, NH, NJ, NY, RI, VT
States Willing to do Business in:    Abington,Allston,Andover,Ashland,Avon,Bedford,Beverly,Billerica,Boston,Brighton,Brockton,Burlington,Cambridge,Canton,Chelmsford,Cohasset,Concord,Danvers,Dedham,Dover,East Bridgewater,East Walpole,Foxboro,Framingham,Georgetown,Hanover,Hanscom Afb,Hanson,Hingham,Holbrook,Holliston,Hull,Hyde Park,Jamaica Plain,Lawrence,Lincoln,Littleton,Lowell,Lynn,Lynnfield,Manchester,Mansfield,Marblehead,Marlborough,Marshfield,Mattapan,Maynard,Medfield,Millis,Natick,Norfolk,North Easton,North Pembroke,North Reading,Norwell,Norwood,Peabody,Pembroke,Randolph,Reading,Rockland,Roslindale,Salem,Scituate,Sharon,Sherborn,South Easton,South Walpole,Stoughton,Sudbury,Wakefield,Walpole,Waltham,Wayland,West Bridgewater,West Roxbury,Westwood,Whitman,Wilmington,Winchester,Woburn,States where licenses are held
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    7
Work Experience:    Established in 2004
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
* University of Wisconsin - Madison, BS - Consumer
Science with Concentration in Personal Finance
(2003)
* The American College
* College for Financial Planning
 

Services

Investment Types:    Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, Via email, At your office, At your home, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Asset Management Specialist (AAMS), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 24, Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Services Institute, Financial Planning Association (FPA), Paladin Registry
Non-Financial Organization Memberships:    * Anti-Defamation League
* Combined Jewish Philanthropies
* Jewish Big Brothers Big Sisters
* South End Business Alliance
* University of Wisconsin - Madison Alumni
Association
 

Compliance

Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Hourly, Commissions, Flat Fee
Fee % Based on Assets:    .50-1.50%
Hourly Rate:    $250
Additional Details on Charges:    Fee % Based on Assets is dependent upon assets
actually managed on a sliding scale.
Minimum Fee Charged for Hourly Planning Accounts:    $1500
Minimum Fee Charged for Flat Fee Accounts:    $750
 
 
 
Prepared By: Julian Morris, CFP, ChFC, AAMS , CRPC , CFS

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