Commonwealth Continuum Advisors
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Commonwealth Continuum Advisors offers investment advisory services and programs to advisors for use with their clients. These services include asset management, wealth management consulting, and retirement plan consulting. The firm provides access to a wide range of securities products and wrap programs.
Fee Structure
Fees for asset management are based on a percentage of assets under management and are negotiable between the advisor and client. The firm offers blended and breakpoint schedules. Clients in wrap fee programs pay an additional asset-based program fee. Wealth management consulting is offered at an annual fee, flat fee, or hourly rate (up to $500/hour). Retirement plan consulting is offered at an annual fee based on AUM, a flat fee, or an hourly rate (up to $500/hour).
Areas of Practice
Location
29 Sawyer Road, Waltham, MA, 02453