LA
CFA · CFP

Lidia G Amodei

Attleboro Wealth Management LLC
30 Years of Experience
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View SEC Summary

Firm Information

Attleboro Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$905K average
Assets Under Management
$106.8M

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$5,000 - $50,000

The maximum annual fee for Asset Management is 1.25%, Comprehensive Portfolio Management is 2.00%, and Portfolio Monitoring is 1.00%. Fees are negotiable and billed quarterly in advance. Financial planning fees are flat and will not exceed $50,000. Tax service fees range from $500-$1,200. A minimum account balance of $1,000,000 is required for Comprehensive Portfolio Management. Written financial plans are generally assessed a minimum fee of $5,000.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Advisor Information

Office location

1051 Lindenhurst Road, Yardley, PA, 19067

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Attleboro Wealth Management LLC
May 2025 - Present · 8 mos
Previous Registrations
Allspring Funds Management, LLC
December 2016 - January 2024 · 7 yrs 1 mo
Allspring Funds Distributor, LLCBroker
May 2012 - January 2024 · 11 yrs 8 mos
Wells Fargo Funds Management, LLC
May 2012 - December 2014 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2004 - May 2012 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2004 - May 2012 · 7 yrs 11 mos
Vanguard Advisers INC
April 1997 - May 2004 · 7 yrs 1 mo
Vanguard Marketing CorporationBroker
November 1993 - May 2004 · 10 yrs 6 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.