Addition Wealth partners with employers to offer their employees access to financial wellness tools and consultations with unaffiliated financial advisors. Addition Wealth screens and recommends these advisors, monitors the advice they provide, and offers resources on topics like equity compensation. Addition Wealth does not directly manage investments; users are responsible for acting on the advice they receive.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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