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Wooster Corthell Wealth Management, Inc.
Glastonbury, Connecticut
5.0
29 Reviews
Wooster Corthell Wealth Management, Inc., a small investment advisory firm based in Glastonbury, CT, is dedicated to providing comprehensive wealth management services. With a total of 5 employees, including 3 investment advisors, the firm is committed to delivering personalized financial solutions to its clients.
With an average of approximately $59,710,000 in assets under management per investment advisor, Wooster Corthell Wealth Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ...see more
Assets Under Mgmt
$388.65M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Wooster Corthell Wealth Management, Inc.
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