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Martha's Vineyard Investment Advisors, Llc
West Tisbury, Massachusetts
Martha's Vineyard Investment Advisors, LLC, headquartered in West Tisbury, MA, is a respected local investment advisory firm providing comprehensive financial services. With nine dedicated professionals, including eight seasoned investment advisors, they offer personalized solutions to their clients. The firm manages an impressive average of approximately $50,850,000 in assets per investment advisor, which aligns with the industry average.
Martha's Vineyard Investment Advisors, LLC serves a diverse clientele of over 130 individuals, overseeing more than $173,996,000 in assets under management. While their focus primarily lies out...see more
Assets Under Mgmt
$174M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
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
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Martha's Vineyard Investment Advisors, Llc
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