Braver Wealth Management, LLC
Braver Wealth Management, LLC (CRD# 104747) is a financial advisory firm headquartered in Needham, MA. They manage $875,482,984 in 2,609 accounts and serve the financial needs of clients across 18 states (or territories).
Total Assets Under Management875MILLION
Total Number of Accounts2,609ACCOUNTS
Average Account Value$335,563
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, TX, VA, WA
James Philbin (CRD# 3172111) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Newton Highlands, MA and has over 19 years of experience in the finance industry. James Philbin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.