Zaloguj Zarejestruj się zadarmo

Proficient Wealth Counselors, LLC (Norwood)


Proficient Wealth Counselors, LLC is an adviser based in Norwood. It manages $33.86 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Louisiana, Massachusetts, and Texas.

Logo



Proficient Wealth Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Proficient Wealth Counselors: assets under management

The assets under management (AUM) of Proficient Wealth Counselors, LLC is $33.86 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.08 million in discretionary accounts and $28.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $112.44 thousand.
Proficient Wealth Counselors has custody of $33.86 million in cash and securities for 128 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Proficient Wealth Counselors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norwood

The principal office where Proficient Wealth Counselors, LLC performs its advisory services is located at 77 Access Road, Norwood, MA 02062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-278-9488 or by fax 781-278-9489. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.proficientwealth.com.


Registered investment advisers similar to Proficient Wealth Counselors, LLC