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.
General Information |
| Name of Custodial Firm: | Fidelity/National Financial Srvs, Nationwide |
| States Licensed in: | MA, NH |
| Work with the following types of clients: | Individual Investors, Families |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, 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: | Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Your Office, Your Home, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 65 |
| Assets Managed by Advisor: | $65,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor's | Fitchburg State College
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Financial Services |
| 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. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
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
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