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Brophy Wealth Management, Llc
Bedford, New Hampshire
5.0
6 Reviews
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...see more
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
- Pension consulting services
- Selection of other advisers
Reviews for Brophy Wealth Management, Llc
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