Advisor at Appleton Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Appleton Partners, Inc.
Location
Boston, MA 02109
Credentials
Series 63, Series 65
Industry experience
10 years
Nancy Place is a financial advisor at Appleton Partners, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Appleton Partners since 2003. Appleton Partners, Inc. provides discretionary portfolio management and wealth planning services to individuals, trusts, charitable organizations, municipal entities, corporations, and clients on third-party platforms. The firm offers separately managed accounts across fixed income and equity strategies, combining active management and ETFs tailored to client objectives and tax considerations.
Based on Appleton Partners, Inc.
$0 - $2 million: 1.00% annually $2 million - $4 million: 0.75% annually $4 million+: 0.50% annually
Account minimum: $2 million Minimum fee: Minimum quarterly fee of $625 for AWM accounts with asset-based fees below that amount Fee-only: Fees are based on assets under management; no commissions or performance fees charged
One Post Office Square, 5 Th Floor
Boston, MA 02109
Massachusetts
Appleton Partners, Inc.
2003 - Present (23 years)
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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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