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Ledgewood Wealth Advisors, Llc
Exeter, New Hampshire
Ledgewood Wealth Advisors, LLC is a small investment advisory firm based out of Exeter, NH, with one office. With a team of two dedicated employees, Ledgewood Wealth Advisors provides comprehensive investment advisory services to its clients. The firm manages an average of approximately $75,850,000 in assets per investment advisor, which aligns with the industry average.
Ledgewood Wealth Advisors adopts a flexible compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily focuses on managing assets for high net worth individuals, th...see more
Assets Under Mgmt
$151.69M
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
Reviews for Ledgewood Wealth Advisors, Llc
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