Alexa
Fattore

Single Point Partners

CRD#7501125
Investment Advisor
in Boston, MA

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About this Advisor

Alexa Fattore is a certified financial planner who works in Boston, Massachusetts with 1 year of industry experience. Fattore currently works for Single Point Partners. Throughout their career, they have worked at Single Point Partners, Corrigan Financial, Inc, Providence Equity Partners, LLC and Pricewaterhousecoopers Llp. Fattore is approved to serve investors in Massachusetts. Single Point Partners is a firm that has its headquarters in Boston, MA. It has offices in seven locations and a total of 15 financial advisors. It has $640 million in assets under management between its 1,186 client accounts, making it one of the bigger firms in the country by assets under management. Of its 1,186 customer accounts, 68% belong to high-net-worth clients who have more than $1 million in assets. Single Point Partners provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services are offered. However, fees billed by Single Point Partners typically consist of fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Fixed Fees

Office Location

277 Dartmouth Street 4Th Floor
Boston, MA 02116

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Single Point Partners Brokerage Details

Total Assets Under Management

$639,972,790

MA Average: $16,012,751,954
Total Number of Employees

15

MA Average: 118
Total Number of Accounts

1,186

MA Average: 4,567
Average Account Size

$539,606

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexa Fattore Work History

Alexa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Single Point Partners

2019 - 2021 (2 years)

Corrigan Financial, Inc

2015 - 2019 (4 years)

Providence Equity Partners, LLC

2012 - 2015 (3 years)

Pricewaterhousecoopers Llp

*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 Alexa Fattore 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 Single Point Partners

Robert Dockendorff
Boston, MA
Meghan Dwyer
Boston, MA
Alexa Fattore
Boston, MA
Seth Corkin
Boston, MA
Abraham Kirby-Galen
Boston, MA
Shaun Erickson
Boston, MA
Sara Thomson
Boston, MA
Claire Hawkes
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.

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