Portfolios Boston
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PortfoliosBoston provides fee-only investment management and occasional hourly consulting to individuals and personal trusts, with a focus on clients who are retired or approaching retirement. It constructs tailored portfolios using individual stocks, bonds, mutual funds, closed-end funds and ETFs, and generally does not engage in short selling, options trading, or regular margin use.
The firm uses fundamental analysis to identify undervalued, dividend-paying, or earnings-growth stocks and blends individual securities with managed investments to create diversified allocations aligned with each client’s risk tolerance and income needs. While the adviser has authority to manage accounts, client approvals are typically obtained, and accounts are reviewed through regular verbal contact, periodic reviews, and custodian statements.
The practice is deliberately scaled and mature: it has placed a ceiling on its client roster, has not accepted new clients in many years, and currently manages roughly $20.4 million for about 21 clients. Distinctive features include the principal often investing in many of the same securities as clients, custody of assets at an institutional broker-dealer that provides research and platform services (soft-dollar benefits), and the absence of a published firm website.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $100,000: 2% individual stocks, 1.5% managed investments or bonds $100,001 - $200,000: 2% individual stocks, 1.5% managed investments or bonds $200,001 - $500,000: 1.75% individual stocks, 0.85% managed investments or bonds $500,001 - $1,000,000: 1.5% individual stocks, 0.75% managed investments or bonds $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.55%
$150 per hour for investment/financial consulting and/or financial planning
Account minimum: $100,000 Fee-only: Annual management fee based on tiered schedule as detailed; fees negotiable.
Main office
1070 Rte 134
Dennis MA 02641
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Margaret Ann Mcnabb · Portfoliosboston
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)