Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Local is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Local & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 33 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
HITE HEDGE ASSET MANAGEMENT LLC 300 Crown Colony Drive, Suite 108 Quincy, MA, 2169 | 160173 | $2,315,720,202 | 4 | A Percentage of AUM, Performance Based |
PRW WEALTH MANAGEMENT LLC 1 Pine Hill Drive, Suite 502 Quincy, MA, 2169 | 284669 | $511,531,923 | 648 | A Percentage of AUM, Fixed Fees |
FERNWOOD INVESTMENT MANAGEMENT, LLC 400 Crown Colony Drive, Suite 101 Quincy, MA, 2169 | 126144 | $398,557,410 | 878 | A Percentage of AUM, Performance Based |
HELLMAN JORDAN MANAGEMENT CO INC Attn: Sue Lynch, 21 Mcgrath Highway Suite 204 Quincy, MA, 2169 | 106099 | $90,176,000 | 16 | A Percentage of AUM, Other (FAMILY CLIENTS MAY BILLED FOR ADDITIONAL SERVICES) |
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