Attleboro Wealth Management offers investment advice and financial planning to individuals and other clients. They create portfolios based on research and analysis, consisting of stocks, bonds, exchange traded funds, and other securities. The firm also provides financial planning and consulting services, including investment, retirement, estate, and tax planning. They monitor portfolios and rebalance as needed.
Fee Structure
Attleboro Wealth Management offers asset management and comprehensive portfolio management. The maximum annual fee for asset management is 1.25% of your portfolio. The maximum annual fee for comprehensive portfolio management, which includes financial planning, is 2.00%. Fees are negotiable and billed quarterly in advance. They also offer portfolio monitoring for a maximum annual fee of 1.00%.