Concierge Wealth Management | Financial Advisor in Boston ,MA

346 Commercial Street
Boston, MA 02109
Phone: (617) 600-4676

About

CONCIERGE WEALTH MANAGEMENT is a financial services firm
seeking to create positive changes in the wealth management
industry.We seek to provide our clients with a personal
Wealth Concierge to design a personal financial and
investment plan based on their life goal to create positive
change in their livesWe offer strategies designed to
help our clients become more confident about managing their
financial objectives. They are designed to provide solutions
to both your everyday and long-term financial questions,
and each plan is personalized to address the needs of
high net worth individuals and small business owners. We
continually monitor progress toward your financial goals and
update your plan based on changes in market conditions and
your individual situation.Third party posts found on this
profile do not reflect the views of LPL Financial and have
not been reviewed by LPL Financial as to accuracy or
completeness.Securities and Advisory services offered
through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC. For hyperlinks to FINRA and SIPC,
please refer to website section beneath my contact
information.For a list of states in which I am registered
to do business, please visit our website in the disclosure
link on the left.SpecialtiesInvestment Advice,
Retirement Planning Strategies, Protection and Insurance,
General Financial Planning, Asset Allocation, Education
Planning.

13 Years of Experience



General Information
Firm Start Year:   2010
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, FL, MA, MD, NH, NJ, NY, RI, VT
Number of Years with Current Firm:   7
Work Experience:   Established in 2004
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , Via email , At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Services Institute , Financial Planning Association (FPA) , Paladin Registry
Non-Financial Organization Memberships:   * Anti-Defamation League
* Combined Jewish Philanthropies
* Jewish Big Brothers Big Sisters
* South End Business Alliance
* University of Wisconsin - Madison Alumni
Association


Compliance
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Hourly , Commissions , Flat Fee
Fee % Based on Assets:   .50-1.50%
Hourly Rate:   $250
Additional Details on Charges:   Fee % Based on Assets is dependent upon assets
actually managed on a sliding scale.
Minimum Fee Charged for Hourly Planning Accounts:   $1500
Minimum Fee Charged for Flat Fee Accounts:   $750


Board Positions
Organization:  South End Business Alliance
Position :  Board Member
Organization:  Wisconsin Alumni Association - Boston
Position :  Board Member

Education
BS - Financial Planning - Consumer Sciene/Financial Planning  University of Wisconsin - Madison - Madison, WI
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FAQs


DISCLOSURE

www.conciergewealthmangement.com Securities offered through LPL Financial, Member FINRA/SIPC

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS

ChFC®, AAMS, CFS, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


See link to complete biography at advisor website:

ConciergeWealthManagement dot com > About Us > Our People

Thank you!

Communities Served

Abington Allston
Andover Ashland
Avon Bedford
Beverly Billerica
Boston Brighton
Brockton Burlington
Cambridge Canton
Chelmsford Cohasset
Concord Danvers
Dedham Dover
East Bridgewater East Walpole
Foxboro Framingham
Georgetown Hanover
Hanscom Afb Hanson
Hingham Holbrook
Holliston Hull
Hyde Park Jamaica Plain
Lawrence Lincoln
Littleton Lowell
Lynn Lynnfield
Manchester Mansfield
Marblehead Marlborough
Marshfield Mattapan
Maynard Medfield
Millis Natick
Norfolk North Easton
North Pembroke North Reading
Norwell Norwood
Peabody Pembroke
Randolph Reading
Rockland Roslindale
Salem Scituate
Sharon Sherborn
South Easton South Walpole
Stoughton Sudbury
Wakefield Walpole
Waltham Wayland
West Bridgewater West Roxbury
Westwood Whitman
Wilmington Winchester
Woburn States where licenses are held

Office Hours

Mon. 9:00 AM - 6:30 PM
Tue. 9:00 AM - 6:30 PM
Wed. 9:00 AM - 6:30 PM
Thu. 9:00 AM - 6:30 PM
Fri. 10:00 AM - 4:00 PM

Compensation Arrangements

Check Bank Transfer
see more

News & Events


Five Resolutions to Make in 2015
When: 12/26/2014
Details:Five Resolutions to Make in 2015 If You Want to Buy a Home (As quoted by Boston.com) ...more


Newly Wed? Now What?
When: 10/14/2014
Details:Newly Wed? Now What? A financial primer for love birds. (As seen in Boston.com) ...more


Up Your Credit Score in Just 30 Days
When: 09/11/2014
Details:Up Your Credit Score in Just 30 Days as seen in Boston.com ...more


Admitted to the Paladin Registry for FinancialPros
When: 8/27/2012
Details:Julian B. Morris, CFP, ChFC, AAMS, CRPC, CFS Has Been Admitted to the Paladin Registry for Financial Professionals ...more


Recognized as a Top Financial Advisor by LPL
When: 8/16/2012
Details:Julian Morris Recognized as a Top Financial Advisor By LPL Financial ...more


Julian B. Morris, CFP, Honored as 2014 Five Star
When: 10/3/2013
Details:Julian B. Morris, CFP, Honored as 2014 Five Star Wealth Manager by Boston Magazine


Julian B. Morris, CFP, Honored as 2013 Five Star
When: 10/10/2012
Details:Julian B. Morris, CFP, Honored as 2013 Five Star Wealth Manager by Boston Magazine ...more


Awards & Recognitions


Five Star Wealth Manager
(01/01/2016)

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015 and 2016 Five Star Wealth Managers.


LPL Freedom Club
(1/1/2016)

For Outstanding Client Service


Five Star Wealth Manager
(01/01/2015)

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015 and 2016 Five Star Wealth Managers.


Fidelity Advisor Council
(1/1/2015)

Client Service Recognition


LPL Freedom Club
(1/1/2015)

For Outstanding Client Service


Five Star Wealth Manager
(01/01/2014)

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015 and 2016 Five Star Wealth Managers.


Fidelity Advisor Council
(1/1/2014)

Client Service Recognition


Five Star Wealth Manager
(01/01/2013)

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015 and 2016 Five Star Wealth Managers.


Fidelity Advisor Council
(1/1/2013)

Client Service Recognition


LPL Freedom Club
(1/1/2012)

For Outstanding Client Service

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