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Shp Wealth Management, Llc
Plymouth, Massachusetts
5.0
13 Reviews
SHP Wealth Management, LLC is a trusted and established local investment advisory firm headquartered in Plymouth, MA. With over 11,570 individual clients, they have garnered an impressive reputation in the financial industry. Their expertise shines through their management of over $905,687,000 in assets under management.
SHP Wealth Management, LLC has strategically positioned themselves with six conveniently located offices to better serve their growing client base. They have successfully built a solid foundation by managing both employer 401Ks and individual portfolios, making them well-versed in the nuances of this specialized ...see more
Assets Under Mgmt
$905.69M
Investment Professionals
21
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Shp Wealth Management, Llc
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