F.L.Putnam Investment Management Company

F.L.Putnam Investment Management Company at a glance

• One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 160 employees and 2,823 individual clients, 1,488 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 7,901 accounts).

Fee-only advisors in Rhode Island

Facts

F.L.Putnam Investment Management Company fees

F.L.Putnam Investment Management Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Keyana Johns Russ

  CFP · RICP · MBA

Other fee-only firms in Providence

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• Parsons Capital Management
• Sheeley & Partners Wealth Management
• SK Wealth Management
• Zarathustra Wealth Management
• Cornerstone Financial Management LLC
• Eliot Rose Wealth Management
• Experience Your Wealth, LLC

Fee-only advisors in Rhode Island