CAPITAL DESIGN PRIVATE WEALTH LLC
Portsmouth, New Hampshire
5.0
1 Review
Capital Design Private Wealth LLC, based out of Portsmouth, NH, is a small but highly reputable investment advisory firm. With a total of three employees, each of them dedicated to providing exceptional investment advisory services, Capital Design offers a personalized approach to wealth management. One of the key factors that sets Capital Design apart is its impressive average assets under management per investment advisor, which stands at approximately $1,785,730,000. This figure significantly surpasses the industry average, reflecting the firm's ability to attract and retain substantial investments. The compensation struct...
See more
Loading...

Assets Under Mgmt

$111M

Investment Professionals

3

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
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.