WEALTH EFFECTS
Boston, Massachusetts
Wealth Effects is a well-established investment advisory firm based in Boston, MA. With four offices, they provide localized financial services to their clients. The firm boasts a team of 12 professionals, with six specializing in investment advisory services, ensuring clients receive personalized expertise.
Each investment advisor at Wealth Effects manages an average of approximately $50,050,000 in assets, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, ensuring a fair and transparent fee structure for clients.
Approximately half o...
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Assets Under Mgmt
$300.33M
Investment Professionals
6
Locations
3
% 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
Resources
On the Blog
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