Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
47 Enterprise Drive, Windham, NH, 03087
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyson works as an investment adviser representative for The Patriot Financial Group, LLC and Hayden Wealth Management, dedicating full-time hours to each. She also sells fixed insurance products, including life insurance, long-term care insurance, and fixed annuities, taking about 10-20% of her time, and serves on the Board of Directors for Tri Town Council, dedicating minimal time.