linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

George Putnam Beal

Boston Family Office LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you George? Claim Your Profile

About George Putnam Beal

George Putnam Beal is a registered investment advisor representative with Boston Family Office LLC. George Beal has been with Boston Family Office LLC since October 1996. George Beal is a licensed investment advisor in Massachusetts. George Beal specializes in providing financial planning, portfolio management for individuals and selection of other advisers services.

Firm Information

George Beal is currently registered with Boston Family Office LLC. Boston Family Office LLC is an investment advisor registered with the SEC. They provide investment advisory services such as financial planning, portfolio management for individuals, and selection of other advisors. The firm has 9 investment advisory functions and 8 investment advisor representatives. They manage approximately $1,736,646,169 in assets for 789 clients. Their client base consists primarily of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also offer trust and estate review and administration services.
Boston Family Office LLC

88 BROAD ST. (2ND FLOOR)

BOSTON, MA 02110

$1.74B

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

trust & estate review & admin.

Trust & estate review & admin.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

George Beal’s Registration & Firm History

MA

01/01/1999 - Present

Boston Family Office LLC (BOSTON MA)

Not sure if George Putnam Beal is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Putnam Beal.
Not sure if George Putnam Beal is right for you?