Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $1,000 to $10,000 for fixed-fee plans, depending on the services required. Hourly fees range from $100 to $500. Portfolio management fees are also negotiable. Insurance products are sold separately, and assets allocated to insurance are not subject to advisory fees.
Areas of Practice
Advisor Information
Office location
155 Dow Street, Suite 301, Manchester, NH, 03101
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 Activities
Joel works as a musician and DJ, performing at concerts and weddings since 2019. He dedicates about 10-20% of his time to this activity outside of trading hours.