Katie
Exchange
Boston Financial Management LLC
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About this Advisor
Katie Exchange is a certified financial planner working in Portland, Maine with a total of 3 years of relevant experience. Exchange works at Boston Financial Management LLC. Throughout their career, Exchange has worked at Boston Financial Management LLC, F.L.Putnam Investment Management, Enterprise-Rent-A-Car, Prosearch and University Of Maine Business School. Exchange is able to advise clients in Maine and Massachusetts. Boston Financial Management LLC is a registered investment company that has its headquarters in Boston, MA. It has offices in three locations and a total of 51 financial advisors. It handles $4 billion in total assets across its 2,820 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 37 charities and foundations. Of its 2,820 client accounts, 58% belong to high-net-worth investors who have greater than $1 million in investable assets. Boston Financial Management LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services are provided. However, fees charged by Boston Financial Management LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$3,682,804,638
51
2,820
$1,305,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Katie Exchange Work History
Katie has been registered as a financial advisor for 3 years.*
Boston Financial Management LLC
Boston Financial Management LLC
F.L.Putnam Investment Management
Enterprise-Rent-A-Car
Prosearch
University Of Maine Business School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katie Exchange to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boston Financial Management LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
