Applied Capital Management, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Applied Capital Management, LLC offers customized comprehensive financial planning and consulting services. They analyze clients' financial situations, provide recommendations, and offer ongoing consulting. The firm's IARs are also registered representatives of LPL Financial.
Fee Structure
Financial planning fees are up to $2,000 in the first year, negotiable based on complexity. This includes unlimited consultations for 12 months and access to a personal website/dashboard. For year 2 and beyond, there is a fixed annual fee up to $495. Hourly consulting is available at $350 per hour. Seminars cost $49-$60, retained by the school. If IARs of ACM manage your assets under management in their separate capacity as an IAR of LPL, the Firm will waive the $495 annual financial planning services.
Areas of Practice
Location
50 Nashua Road, Suite 200, Londonderry, NH, 03053