AssetGrade is a fee-only Registered Investment Advisor that provides financial planning and investment management for individuals and businesses.  We provide peace of mind and enable our clients to feel confident that they are on the right financial path.


Personal

We provide wealth management services to HENRYs (High Earners, Not Rich Yet) and the Working Wealthy with at least $750K in investable assets, offering financial planning and investment management support typically reserved for families with many millions in assets.

We offer straightforward advice based on sophisticated research, that is simple for our clients to use. We help make it easy for you to invest by identifying and recommending best of breed investments from over 10,000 funds from hundreds of fund companies, all in a secure environment using the Fidelity Investments technology and platform.


Business

We help small to mid-sized businesses design and manage their retirement plans.  We help business owners with meeting their fiduciary duty, structuring retirement plans that attract and retain key staff and aligning the retirement plans with the business owner's personal financial goals.

We will help find a record-keeper that meets your needs and keep all of the fees transparent.  We will work with you to set up the appropriate investments for your retirement plans.  Once the retirement plan is set up, we will work with you to ensure that the plan continues to meet the needs of employees and the business owner.

AssetGrade, LLC

Org chart

Teams

Offices