RF&L WEALTH MANAGEMENT, LLC
Acton, Massachusetts
RF&L Wealth Management, LLC is a leading investment advisory firm based out of Acton, MA. With a strong focus on delivering personalized financial solutions, RF&L serves over 60 individual clients, managing an impressive $241,387,000 in assets. The firm operates from three offices, strategically positioned to cater to a diverse clientele. While RF&L Wealth Management has a diversified portfolio, with less than 30% of assets under management coming from 401K and individual accounts, they possess the expertise to manage employer funds as well. Notably, 91% of the assets they oversee are discretionary, reflecting their clients' trus...
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Assets Under Mgmt

$241.39M

Investment Professionals

3

Locations

2

% 401K & Individual

8%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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