Attleboro Wealth Management LLC
Assets Under Management
$106.8M
Number of Clients
118
Number of Advisors
4
Average Client AUM
$905K
AUM per Advisor
$26.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Attleboro Wealth Management offers asset management, comprehensive portfolio management, financial institution consulting, financial planning & consulting, and portfolio monitoring services. They tailor investment advice to individual client needs and objectives, using various methods of analysis and investment strategies.
Fee Structure
The maximum annual fee for Asset Management is 1.25%, Comprehensive Portfolio Management is 2.00%, and Portfolio Monitoring is 1.00%. Fees are negotiable and billed quarterly in advance. Financial planning fees are flat and will not exceed $50,000. Tax service fees range from $500-$1,200. A minimum account balance of $1,000,000 is required for Comprehensive Portfolio Management. Written financial plans are generally assessed a minimum fee of $5,000.
Areas of Practice
Location
1051 Lindenhurst Road, Yardley, PA, 19067