Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Clifford MacDonald is a financial advisor registered with The Colony Group, LLC in Boston, MA. Frederick is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Frederick has been with The Colony Group, LLC since July 2012. Frederick holds a current registration as a Registered Agent in Massachusetts. Frederick specializes in various financial services including, but not limited to, portfolio management, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals. Frederick specializes in serving high-net-worth individuals, charitable organizations, and pooled investment vehicles. The Colony Group, LLC is a large firm with over $50 Billion under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
07/19/2012 - Present
THE Colony Group, LLC (BOSTON MA)
Active
Inactive
Not sure Frederick MacDonald is the right advisor for you? Invested Better is here to help.
