Meehan, Bernard

Overview

Meehan, Bernard operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to a client base that includes both individuals and families. The fee structure is based on a percentage of assets under management, along with hourly charges, allowing for flexibility in how clients are billed for services. While the firm does not actively engage in ESG investing, it maintains a straightforward investment strategy that prioritizes client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices