Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Cullen Homer is an Investment Advisor Representative at SCS Capital Management LLC in Boston, MA. Lillian Homer has been with the firm since June 2008. Lillian Homer is registered with the state of Massachusetts and has the Certified Financial Planner designation. Lillian Homer specializes in providing financial planning services to individuals and families, including investment management, retirement planning, and estate planning. Lillian Homer also specializes in providing advisory services to high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
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.
Credit, cash management, and insurance 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.
1
2
MA
05/29/2019 - Present
SCS Capital Management LLC (BOSTON MA)
Active
Inactive
Not sure Lillian Homer is the right advisor for you? Invested Better is here to help.
