Brophy Wealth Management, LLC, a small investment advisory firm based out of Bedford, NH, is dedicated to providing exceptional financial services to its clients. With over 460 individual clients, Brophy Wealth Management manages an impressive $364,402,000 in assets. Their comprehensive approach focuses on discretionary asset management, with 100% of the assets they oversee falling under this category.
While high net worth individuals constitute the majority of their client base, Brophy Wealth Management also possesses the expertise to effectively manage employer funds. Their team of 8 talented professionals includes 2 investment...
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Assets Under Mgmt
$364.4M
Investment Professionals
2
Locations
0
% 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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.