Advisor at DJG Financial Services, Inc.
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Firm
DJG Financial Services, Inc.
Location
East Weymouth, MA 02189
Credentials
CFA®, Series 63, Series 66
Industry experience
16 years
Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis and offering a performance-based fee option for qualified clients.
Based on DJG Financial Services, Inc.
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually Above $2,500,000+: 0.85% annually
Generally $350 per hour for limited scope engagements, negotiable
10% of total net increase in market value using high-water marks, charged monthly and billed quarterly for qualified clients in Dunham Asset Allocation Program
Fee-only: Hourly fee generally $350 per hour, negotiable
775 Pleasant Street, Suite 5
East Weymouth, MA 02189
Connecticut · Massachusetts
DJG Financial Services, Inc.
2021 - Present (5 years)
Shorepoint Capital Partners LLC
2016 - 2018 (2 years)
Able Capital Management, LLC
2009 - 2021 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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