Adviceone Advisory Services, LLC
Assets Under Management
$1.7B
Number of Clients
1,345
Number of Advisors
15
Average Client AUM
$1.2M
AUM per Advisor
$110.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AdviceOne Advisory Services provides investment advisory services through investment and portfolio management to individuals, high net worth individuals, and non-profit organizations. They also offer financial planning services, including retirement, estate, insurance, income tax, and investment planning. The firm manages accounts on a discretionary basis.
Fee Structure
Portfolio management fees are a maximum of 2.00% annually, based on factors like asset level, service complexity, and the overall relationship. Financial planning services are offered for up to $25,000, with the fee determined by the plan's complexity and desired service level. An initial financial planning fee is paid in advance and is non-refundable unless the contract is terminated within five days of signing. The firm requires a minimum balance of $25,000 to open an account, though some accounts of lesser size may be accepted at their discretion.
Areas of Practice
Location
100 Western Boulevard, Glastonbury, CT, 06033