About Finer Wealth Management, Inc.
Finer Wealth Managements' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients. Finer Wealth Management, Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.
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General Information
Firm Start Year
1996
No. of Employees
5-9
CRD#
2657455
Firm CRD#
129887
Name of Broker/Dealer
Schwab Institutional
Name of Custodial Firm
Schwab Institutional
States Licensed in
CFP, Massachusetts, 76812
Years of Experience in Financial Services
20
Number of Years with Current Firm
20
Work Experience
20 Years+ experience
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses, Military Veterans
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CERTIFIED FINANCIAL PLANNER" Certificant
Insurance and Annuity Licenses
Life
Financial Organization Memberships
American Institute of Certified Public Accountants (AICPA)
Non-Financial Organization Memberships
American Legion Sons of Italy
Firm Information
Firm's Number of Clients
81
Firm's Number of Planning Clients
30
Firm's Number of Managed Clients
81
Assets Managed by Firm
Yes
Total Assets Under Management by Advisor
$85,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
250,000
Fee % Based on Assets
0.50%-1.0%
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1815654/financialplanners-Finer-Wealth-Management,-Inc.-detailed-disclosure.html