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Positive Retirement Outcomes, LLC (Medfield)


Positive Retirement Outcomes, LLC is a related adviser based in Medfield. It manages $24.3 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009.

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Positive Retirement Outcomes provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Positive Retirement Outcomes: assets under management

The assets under management (AUM) of Positive Retirement Outcomes, LLC is $24.3 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts and $6.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.3 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Positive Retirement Outcomes, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Medfield

The principal office where Positive Retirement Outcomes, LLC performs its advisory services is located at 15 Brook Street, Medfield, MA 02052, 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 508 242-9912 or by fax 508-242-9914. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.positiveretirementoutcomes.com.


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