Advisor at Edgewater Financial Services, LLC
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Firm
Edgewater Financial Services, LLC
Location
Hingham, MA
Credentials
Series 63, Series 65
Industry experience
14 years
James Mcmanus is a financial advisor with Edgewater Financial Services, LLC in Hingham, MA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Mcmanus has been with Edgewater Financial Services since 2011. Edgewater Financial Services provides investment supervisory services, financial planning, and analytical consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and governmental entities. The firm emphasizes fundamental analysis and a long-term investment approach, offering pension consulting and advisory services to other advisers while generally acting on a non-discretionary basis.
Based on Edgewater Financial Services, LLC
$1,000 to $100,000, negotiable
$0 - $3,000,000: 0.60% annually Above $3,000,000+: Negotiable
$75 to $250 per hour, negotiable
Hingham, MA
Massachusetts
Edgewater Financial Services, LLC
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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