Advisor at Claro Advisors Inc.
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Firm
Claro Advisors Inc.
Location
Boston, MA 02110
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
Patrick Mcnamara is a CFP® with 29 years of industry experience currently serving at Claro Advisors Inc. since 2019. His prior experience includes a decade at Morgan Stanley and four years with Morgan Stanley Private Bank. In addition to his advisory role, he is also an independent insurance agent. Claro Advisors Inc. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamentally driven, long-term investment approach and manages a private technology-focused fund while offering client access to digital-asset accounts and non-purpose lending programs.
Based on Claro Advisors Inc.
Fixed fees for financial planning (negotiable), estate planning flat fee $500 to $2,500, retirement plan advisory flat fee up to $40,000 annually
$0+: 0.50% to 1.50% annually (negotiable based on factors) $0+: Up to 1.00% annually for retirement plan advisory services $0+: 0.65% annually consulting fee for Financial Institution Consulting Services (based on MSI assets) $0+: Up to 3.00% total blended fee max including Independent Managers
Up to $300 per hour for financial planning/consulting services
Fee-only: Financial planning or consulting services offered hourly up to $300/hour, fixed fees negotiable, annual retainer up to $6,500/year, estate planning flat fee $500 to $2,500
100 High Street, Suite 950
Boston, MA 02110
Massachusetts
Claro Advisors, LLC
2019 - Present (7 years)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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