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Westford, MA 01886
978-850-4910About Advanced Portfolio Design, LLC
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."
See Disclosures
General Information
Firm Start Year
2006
No. of Employees
2-4
CRD#
2513892
Firm CRD#
141727
Name of Custodial Firm
Fidelity/NFS, Nationwide
States Licensed in
MA, NH
Years of Experience in Financial Services
30
Number of Years with Current Firm
20
Work with the following types of clients
Individual Investors, Families
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Tax Advice and Services
Services
Investment Types
Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Your Home, Your Office, Video Conference
Compliance
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Firm's Number of Clients
85
Assets Managed by Firm
100,000,000
Advisor's Number of Clients
85
Total Assets Under Management by Advisor
$100,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,001
Compensation Methods
Based on Assets, Flat Fee
Additional Details on Charges
Our management and planning fees are combined and start at 1% at the $1 million dollar range and have lower percentages for higher value portfolios. We do not sell any financial products. We are Fee Only. We do advise on the use of insurance products and the investments held in annuities and life insurance contracts.
Education
Bachelor's -
Fitchburg State College
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886647/retirementplanning-Advanced-Portfolio-Design,-LLC-detailed-disclosure.html