Measured Wealth Private Client Group, LLC (Portsmouth)

Name: Measured Wealth Private Client Group, LLC
Address: 303 Islington Street, Portsmouth, NH, 03801
Telephone: 603-431-1444

Measured Wealth Private Client Group, LLC is a large advisory firm based in Portsmouth. It manages $253.86 million of regulatory assets for 1,577 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, Louisiana, Maine, and 6 other states.

Measured Wealth Private Client Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Measured Wealth Private Client Group: assets under management

The assets under management (AUM) of Measured Wealth Private Client Group, LLC is $253.86 million. The firm's AUM has grown by 730% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $251.02 million in discretionary accounts and $2.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $237.16 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 32% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Measured Wealth Private Client Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Measured Wealth Private Client Group serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Measured Wealth Private Client Group is high net worth individuals with 109 clients and $143.03 million of assets under management. Among the 7 most similar advisory firms, Measured Wealth Private Client Group has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $253.86 million for 827 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Measured Wealth Private Client Group doesn't advise any private funds.

Careers at Measured Wealth Private Client Group, LLC

The company employs 13 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Heath Benway	Chief compliance officer/managing member	1 Apr 2014	75% - 100%	2224897

Based in Portsmouth

The principal office where Measured Wealth Private Client Group, LLC performs its advisory services is located at 303 Islington Street, Portsmouth, NH 03801, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-431-1444 or by fax 603-431-1445. The normal business hours are 8:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at measuredwealth.net.