Menu
Measured Wealth Private Client Group, Llc
Portsmouth, New Hampshire
5.0
1 Review
Measured Wealth Private Client Group, LLC is a local investment advisory firm based out of Portsmouth, NH, specializing in providing personalized wealth management solutions. With a total of 14 employees, 10 of whom are dedicated to delivering top-notch investment advisory services, they possess a robust team to cater to their clients' financial needs. The firm boasts an impressive average of approximately $56,000,000 in assets under management per investment advisor, aligning with the industry standard.
With over 490 individual clients, Measured Wealth Private Client Group, LLC manages a substantial amount of assets, totaling ov...see more
Assets Under Mgmt
$384.67M
Investment Professionals
10
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Measured Wealth Private Client Group, Llc
Loading...
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.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.