Assets Under Management
$249.7M
Number of Clients
267
Number of Advisors
2
Average Client AUM
$935K
AUM per Advisor
$124.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Finer Wealth Management provides financial planning, consulting, and discretionary investment management services. They allocate client assets among various securities and investment products. The firm tailors its advisory services to meet individual client needs and objectives, consulting with clients on risk tolerance and time horizon.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10M+ | 0.01% |
530 Loring Avenue, Suite 302, Salem, MA, 01970