VETTED
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 DisclosuresGeneral Information
Firm Start Year:
2006
No. of Employees:
2-4 Employees
Name of Custodial Firm:
Fidelity/NFS, Nationwide
States Licensed in:
MA, NH
Number of Years with Current Firm:
20
Work with the following types of clients:
Individual Investors, Families
Advisory Services Provided:
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning
Services
Investment Types:
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Socially Responsible Investments (SRI)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Your Home, Phone, Video Conference, Our Office, Your Office
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
Firm's Number of Clients:
85
Assets Managed by Firm:
100,000,000
Advisor's Number of Clients:
85
Total Assets Under Management by Advisor:
$100,000,000
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
Office Hours
Monday10:00 AM - 6:00 PM
Tuesday10:00 AM - 6:00 PM
Wednesday10:00 AM - 6:00 PM
Thursday10:00 AM - 6:00 PM
Friday10:00 AM - 5:00 PM
Sunday10:00 AM - 5:00 PM
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