Mussett Wealth Management provides personalized financial planning and investment management services to individuals, business owners, and charitable organizations. Founded in 2011 and based in Rensselaer, New York, Mussett Wealth Management takes a holistic approach by integrating investment advice with comprehensive financial planning, including cash flow management, education funding, retirement projections, tax strategies, and estate planning. The firm primarily builds globally diversified portfolios using no-load mutual funds and exchange-traded funds through discount brokers like Charles Schwab. Clients can choose standalone financial planning or ongoing investment advisory agreements where their portfolios are continuously monitored and managed. In addition to individual services, Mussett Wealth Management offers pension and profit sharing plan consulting and management. Advisors at Mussett Wealth Management are also independently licensed to sell insurance products and may earn commissions if clients choose to implement insurance recommendations through them.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory service agreement fee ranges from 0.60% to 1.00% of assets under management. Fees are billed quarterly in arrears.