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...
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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
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