Louis
Crosier
Boston Financial Management LLC
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About this Advisor
Louis Crosier is a financial advisor based in Boston, Massachusetts, working with Boston Financial Management LLC. Louis has previously held positions at Wellesley Investment Partners, LLC, New Course Strategy LLC, Boston Financial Management LLC, and Cambridge Trust Company. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Louis is part of Boston Financial Management LLC, which operates out of Boston, Massachusetts. The firm has 2 offices and 49 employees. The firm manages assets totaling $4.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Boston Financial Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Boston Financial Management LLC Brokerage Details
$4,449,954,589
49
2,952
$1,507,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Louis Crosier Work History
Boston Financial Management LLC
Cambridge Trust Company
Wellesley Investment Partners, LLC
New Course Strategy LLC
Disclosures
Please visit the SEC profile of Louis Crosier 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
Portland, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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