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Brad Michael Weafer

Boston Financial Management LLC

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About Brad Michael Weafer

Brad Michael Weafer is a registered investment advisor representative with Boston Financial Management LLC. Brad is a Chartered Financial Analyst. Brad has been in the industry since June 2011 and is registered with the state of Massachusetts. Brad's firm, Boston Financial Management LLC, is a registered investment advisor with the SEC and provides financial planning, portfolio management for individuals and businesses, and other services. The firm has approximately $4.45 billion in assets under management. Brad is also registered with the state of Massachusetts and has been with Boston Financial Management LLC since June 2011.

Firm Information

Brad Weafer is currently registered with Boston Financial Management LLC. Boston Financial Management LLC is an investment advisor registered with the SEC. The firm manages over $4.4 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm offers a variety of services, including financial planning, portfolio management, and wrap fee programs. Boston Financial Management LLC is headquartered in Boston, MA.
Boston Financial Management LLC

255 STATE STREET

BOSTON, MA 02109

$4.45B

Assets Under Management

2

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Weafer’s Registration & Firm History

MA

11/09/2015 - Present

Boston Financial Management LLC (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Michael Weafer.
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