Experience Your Wealth, LLC
Assets Under Management
$55.5M
Number of Clients
67
Number of Advisors
2
Average Client AUM
$829K
AUM per Advisor
$27.8M
Compensation
Fixed/Hourly
About This Firm
The firm offers one-time and ongoing comprehensive financial planning, project-based planning, and hourly consulting. They may recommend third-party managers. Services are tailored to client needs and restrictions. They do not participate in wrap fee programs.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Location
RI, United States
