Elizabeth Catlin is a CFP-designated registered investment advisor at Bluestone Wealth Management LLC, based in Keene, NH, with 20 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 37 clients with $270M 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% |
Fees may be negotiable at the sole discretion of Bluestone. Certain Clients may pay fixed fees not to exceed 1.00% of assets under management.
Fee Estimator
Location
67 Winter Street, Keene, NH, 03431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bluestone Wealth Management LLC
State Registrations1 state
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