Choice Wealth Advisors Llc
Waterville, Maine
5.0
2 Reviews
Choice Wealth Advisors LLC is a small investment advisory firm headquartered in Waterville, ME, with one office. With a team of four dedicated professionals, including three investment advisors, they provide comprehensive financial guidance and investment management services. The firm boasts an impressive average of approximately $56,380,000 in assets under management per investment advisor, aligning closely with the industry average. Choice Wealth Advisors LLC caters to a diverse clientele, serving over 540 individual clients. Their assets under management exceed $220,412,000, demonstrating the trust and confidence clients place...
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Assets Under Mgmt

$220.41M

Investment Professionals

3

Locations

0

% 401K & Individual

54%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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