Assets Under Management
$464.0M
Number of Clients
598
Number of Advisors
10
Average Client AUM
$776K
AUM per Advisor
$46.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Measured Wealth offers discretionary portfolio management services tailored to individual client needs. They create portfolios with various securities, review them quarterly, and rebalance as needed. Assets are typically held at Schwab. The firm uses quantitative, cyclical, fundamental, and qualitative analysis. They also offer an ESG investment model.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $7.0M | 1.20% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on the balance are negotiable
303 Islington Street, Portsmouth, NH, 03801