Advanced Portfolio Design, LLC - Financial Advisor in Westford, Massachusetts

VETTED

CFP^®

Tel: 978-850-4910 515 Groton Road Suite 201 Westford, MA 01886

About Advanced Portfolio Design, LLC

Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.

See Disclosures

General Information

CRD#:

2513892

Name of Custodial Firm:

Fidelity/National Financial Srvs, Nationwide

States Licensed in:

MA, NH

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors, Families

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

CFP^®

Services

Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Phone, Our Office, Your Home, Your Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$1,000,001

Compensation Methods:

Based on Assets, Flat Fee

Additional Details on Charges:

Our management and planning fees are combined and start at 1% at the $1 million dollar range and have lower percentages for higher value portfolios. We do not sell any financial products. We are Fee Only. We do advise on the use of insurance products and the investments held in annuities and life insurance contracts.

Firm Information

Advisor's Number of Clients:

Total Assets Under Management by Advisor:

$85,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Financial Advice & Consulting

We provide financial planning services that integrate all of the areas of financial planning in a carefully thought out way. This includes money management, investment, tax, insurance, retirement, elder care and estate planning.

Annuities

We provide a service which we call "annuity rescue." We can rollover complicated annuity accounts into less expensive, simpler accounts to help manage the "decumulation" side of annuities where you can carefully plan your withdrawals to fit your tax and cash flow situation each year.

Financial Planning for Individuals

We help clients look at their employer benefits packages to get everything they can out of them.

Portfolio Management

We manage investment accounts either on a discretionary basis or a non-discretionary basis.

Retirement Planning

Your diecisions around retirement are some of the most consequential and difficult decisions to make. We have the expertise to help people feel confident in their retirement choices.

401K Rollovers

In general, there are many benefits to rolling workplace retirement plans into IRAs, which can be much more flexible.

Insurance Planning

We evaluate insurance needs and make recommendations in a number of areas. Some examples are life insurance, diability income insurance, and long-term care insurance. We can even help people select policies as well.

Estate Planning & Trusts

We design a carefully thought out estate plan and help you get it implemented through your attorney (or find an attorney).

Tax Advice and Services

Some of the most valuable help we have been providing is in the area of unwinding future taxes due on retirement accounts and company stock plans in a carefully planned out way to pay the least amount of income taxes over a lifetime. Selling stocks a little at a time and doing Roth conversions are some good examples of this.

Wealth Management

Our primary way of working with our clients is to provide investment management services integrated with ongoing financial planning services to help them do the best they can for themselves and their family.

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886647/wiseradvisor-advanced-portfolio-design,-llc-detailed-disclosure.html

30 Years of Experience

CRD# 2513892

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Research This Advisor

www.finra.org