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Home > Retirement Planners > massachusetts > braintree > STABLEPOINT PARTNERS, LLC
STABLEPOINT PARTNERS, LLC
45 Braintree Hill Park
Suite #402
Braintree, Massachusetts 02184
Tel: (781) 654-4600
About STABLEPOINT PARTNERS, LLC
STABLEPOINT PARTNERS, LLC, formally registered with the SEC as STABLEPOINT PARTNERS, LLC. The firm was established in 11/15/2023. They have over 1 offices throughout the country.
STABLEPOINT PARTNERS, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $534,681,810 assets under management, offering retirement planning & investment advisory services to 1636 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328503 |
| SEC# | 801-129030 |
| Assets Managed by Firm | $534,681,810 |
| No. of Clients | 1636 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1636 | $534,681,810 |
| Individuals (other than high net worth individuals) | 25 | $18,741,235 |
| High net worth individuals | 275 | $515,940,575 |
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