Mcintyre, Freedman & Flynn Investment Advisers, Inc

CRD#105522
Investment Advisor Firm

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Learn more about Mcintyre, Freedman & Flynn Investment Advisers, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Mcintyre, Freedman & Flynn Investment Advisers, Inc operates as a financial advisor firm that has its headquarters in Orleans, Massachusetts. Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees $132.7 million in total assets across 120 customer accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Mcintyre, Freedman & Flynn Investment Advisers, Inc has a small group, including 2 financial advisors. Mcintyre, Freedman & Flynn Investment Advisers, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.

    Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without needing client approval. The company's typical account size is $1.1 million. An average financial advisor at Mcintyre, Freedman & Flynn Investment Advisers, Inc oversees about 60 client accounts, making it about average in terms of personalization.

    Mcintyre, Freedman & Flynn Investment Advisers, Inc's headquarters is located at 4 Main Street, Orleans, Massachusetts 2653. The company is legally permitted to serve customers throughout a few states, including Florida, Louisiana, Massachusetts, New Hampshire, New York and Texas.

    Assets Under Management

    $132.7 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    4 Main Street
    Orleans, MA 02653

    Mcintyre, Freedman & Flynn Investment Advisers, Inc by the Numbers

    Total Assets Under Management

    $132.7 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    120

    National Average: 375,227
    Average Account Size

    $1.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees typically vary depending on which service is provided. Fees charged by the firm typically consist of the following fee structure: asset-based. Mcintyre, Freedman & Flynn Investment Advisers, Inc does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to retail investors, high net worth investors, pension plans and corporations. Out of its 120 customers, Mcintyre, Freedman & Flynn Investment Advisers, Inc's largest client by number of accounts is retail investors, although it also manages money for 30 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 41.1%
    • Other Individuals - 53.42%
    • Corporations - 5.48%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Mcintyre, Freedman & Flynn Investment Advisers, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Mcintyre, Freedman & Flynn Investment Advisers, Inc

    Douglas Sivco
    Orleans, MA
    Thomas Mcintyre
    Orleans, MA

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