Measured Wealth Private Client Group is a registered investment advisor based in Rye, New Hampshire, that has been in business since 2014. The firm provides discretionary and non-discretionary portfolio management, tailoring investments to each client's specific goals and risk tolerance. Measured Wealth builds diversified portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds. In addition to investment management, the firm offers comprehensive financial planning covering retirement, estate planning, tax strategies, education funding, and charitable giving. Measured Wealth also provides pension consulting services for employer-sponsored retirement plans and assists with insurance product recommendations through an affiliated agency. The firm works primarily with individuals, high-net-worth families, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.