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Goverman, Barnet (Dedham)


Goverman, Barnet is an adviser based in Dedham. It manages $60.09 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2005.

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Goverman, Barnet provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goverman, Barnet: assets under management

The assets under management (AUM) of Goverman, Barnet is $60.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $492.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goverman, Barnet for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dedham

The principal office where Goverman, Barnet performs its advisory services is located at 990 Washington Street, Dedham, MA 02026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-251-0505 or by fax 781-461-2969. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.financialsolutions.net.


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