Convergent Capital Partners, LLC
Convergent Capital Partners, LLC (CRD# 158100) is a financial advisory firm headquartered in Boston, MA. They manage $13,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$565,217
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Gregory Fontana (CRD# 1336710) is an Investment Advisor Representative working at Convergent Capital Partners, LLC in Boston, MA and has over 33 years of experience in the finance industry.