Helen Carroll is a CFP-designated registered investment advisor at Mussett Wealth Management, LLC, based in Rensselaer, NY, with 11 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 101 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
579 North Greenbush Road, Rensselaer, NY, 12144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mussett Wealth Management, LLC
Previous Registrations
Berman Hopkins Retirement Solutions, LLC
Wall Street Financial Group, INC
State Registrations1 state
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