Measured Wealth Private Client Group, LLC
Assets Under Management
$464.0M
Number of Clients
598
Number of Advisors
10
Average Client AUM
$776K
AUM per Advisor
$46.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Measured Wealth Private Client Group, LLC offers discretionary portfolio management services through wrap fee accounts. Portfolios are tailored to individual client needs and may include stocks, bonds, ETFs, options, mutual funds, and other public and private securities. The firm emphasizes continuous account supervision and rebalances portfolios at least quarterly.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on the balance over $10,000,000 are negotiable. An additional 0.25% may be added if an option strategy is employed.
Fee Estimator
This firm charges an annual "wrap-fee" based on the market value of your assets under management. The fee covers investment advisory services and trade execution. The fee is 1.70% on the first $1,000,000, 1.45% on the next $2,000,000, 1.20% on the next $4,000,000, and 1.00% on the next $3,000,000. Fees on the balance are negotiable. An additional 0.25% may be added if an option strategy is employed. Fees are billed quarterly in advance and automatically deducted from your managed account. The firm recommends accounts with balances of $250,000 or more.
Areas of Practice
Location
303 Islington Street, Portsmouth, NH, 03801