Queenvest
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,565,396
Total clients
34
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$310,747
About
Queenvest is an independent registered investment adviser that manages about $10.6 million for 34 clients, serving individuals, high‑net‑worth clients and small businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and consulting for employer‑sponsored retirement plans.
Queenvest constructs diversified portfolios grounded in Modern Portfolio Theory and conducts periodic reviews and client meetings to align allocations with stated objectives and risk tolerance. It combines in‑house management with access to third‑party managers and tailors engagements through planning‑only, investment management, or combined planning‑and‑management arrangements.
The firm’s practice includes several features that are less common among peers: it offers employer plan (pension) consulting and participant education, runs public or sponsor‑funded financial education workshops, and uses client testimonials in its advertising. The principal is a CFA charterholder who also holds an insurance license used for client education (not commission‑based), and Queenvest works with custodial platforms and an unaffiliated sub‑advisor to implement strategies.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
Fixed Fee Financial Planning ranging from $500 to $25,000, negotiable
$0 - $3,000,000: 1.00% annually Above $3,000,000+: Negotiable
$400 per hour, billed in 15-minute increments
Minimum fee: Upfront charge of $2,750 to $6,250 plus ongoing monthly or quarterly fees ranging from $450 to $1,050 per month or $1,375 to $3,150 per quarter (ongoing fees for first two quarters included in upfront fee) Fee-only: Comprehensive Financial Planning fees; Hourly Financial Planning at $400/hour; Fixed Fee Financial Planning from $500 to $25,000; Educational Workshop fees from $50 to $50,000
Main office location
Queenvest
Beverly MA, United States
Number of offices
1
Most active in
Queenvest has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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