Attleboro Wealth Management provides a wide array of investment advisory services, including asset management, comprehensive portfolio management, portfolio monitoring, and standalone financial planning. Attleboro Wealth Management tailors its investment advice to individual client needs, utilizing methods such as fundamental, quantitative, qualitative, and sector analysis. Strategies include asset allocation, fixed income investing, and long- or short-term purchases. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Mark Byelich wholly owns the firm, which operates out of Yardley, Pennsylvania.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee does not exceed 1.25% for asset management, 2.00% for comprehensive portfolio management, and 1.00% for portfolio monitoring. Fees are negotiable.