Wealth Counsellors Of Fifth Avenue, LLC is a pension cosultant based in Boston. It manages $35.42 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Massachusetts.
Wealth Counsellors Of Fifth Avenue provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Counsellors Of Fifth Avenue, LLC is $35.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 156% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wealth Counsellors Of Fifth Avenue, LLC for their services and products based on a percentage of assets under management. 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.
Brian William Katz has served as the Chief Investment Officer since 1 Dec 2006. Gina Kulig Bradley joined the executive team most recently as the General Counsel.
The principal office where Wealth Counsellors Of Fifth Avenue, LLC performs its advisory services is located at Two Atlantic Avenue, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-896-2131 or by fax 617-723-6338. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday.