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Prentiss Smith & Company, Inc.
Brattleboro, Vermont
Prentiss Smith & Company, Inc., a local investment advisory firm based out of Brattleboro, VT, is known for their exceptional services in managing assets and providing investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, the firm delivers personalized financial solutions to a diverse client base.
Impressively, each investment advisor at Prentiss Smith & Company manages an average of approximately $196,550,000 in assets, surpassing the industry average and reflecting their expertise in wealth management. The firm's compensation structure includes a variety of opt...see more
Assets Under Mgmt
$402M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other: FINANCIAL ANALYSIS CONSULTING
Reviews for Prentiss Smith & Company, Inc.
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