Advanced Portfolio Design LLC- Financial Advisor Westford, MA

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About 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.

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General Information

Firm Start Year

CRD#

2513892

Name of Custodial Firm

Fidelity/National Financial Srvs, Nationwide

States Licensed in

MA, NH

Years of Experience in Financial Services

Number of Years with Current Firm

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, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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

Advisor's Number of Clients

Assets Managed by Advisor

$85,000,000

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.paladinregistry.com/disclosure/1886647/paladinregistry-Advanced-Portfolio-Design,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Advanced Portfolio Design, LLC