Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on assets under management, with a maximum of 2.50%, and are negotiable. Financial planning fees range from $50 to $750 per hour (up to $20,000 annually) or a fixed fee up to $20,000, depending on complexity. ERISA plan service fees are negotiable, based on assets, hourly rates (up to $300/hour), or fixed fees (up to $100,000). Clients may pay transaction charges for trade execution. There may be other fees and charges imposed by third parties.
Areas of Practice
Advisor Information
Office location
203 Main Street, Terryville, CT, 06786
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.
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Alyson works as a customer service representative at Thomaston Savings Bank, spending about half her time opening new accounts and servicing customer needs. She also earns rental income from an Air BNB on her personal property, dedicating minimal time to this activity.