Fieldstone Financial Management Group, LLC is a large advisory firm based in Foxboro. It manages $234.75 million of regulatory assets for 900 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 12 other states.
Fieldstone Financial Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fieldstone Financial Management Group, LLC is $234.75 million. The firm's AUM has grown by 213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fieldstone Financial Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Fieldstone Financial Management Group is high net worth individuals with 111 clients and $176.35 million of assets under management. Among the 9 most similar advisory firms, Fieldstone Financial Management Group has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $234.75 million for 310 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fieldstone Financial Management Group doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fieldstone Financial Management Group, LLC performs its advisory services is located at 2 Hampshire Street, Foxboro, MA 02035 The mailing address of the firm is P.O. Box 834, Mansfield, MA 02048. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-888-5164 or by fax 508-339-1941. The normal business hours are 9am to 5pm on Other. You can find more information about the New York firm at fieldstonefinancial.com.