Bromfield Sneider Wealth Advisors, Inc
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Overview
Bromfield Sneider Wealth Advisors, Inc is an advisory firm that has its headquarters in Westwood, Massachusetts. It controls $380.2 million in assets throughout 315 accounts, placing it among the larger firms in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Bromfield Sneider Wealth Advisors, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as bonds, options and stocks.
Bromfield Sneider Wealth Advisors, Inc manages all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell decisions for the client's account without needing to seek the client's authorization. The company's typical account size is $1.2 million. An average financial advisor at Bromfield Sneider Wealth Advisors, Inc administers around 158 client accounts.
Bromfield Sneider Wealth Advisors, Inc's main office is located at 200 Lowder Brook Drive, Westwood, Massachusetts 2090. The company is legally registered to provide services to clients across a number of states, including California, Massachusetts and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bromfield Sneider Wealth Advisors, Inc by the Numbers
$380.2 million
4
315
$1.2 million
Products and Services
Financial services offered by Bromfield Sneider Wealth Advisors, Inc can include financial planning services and portfolio management for individuals and small businesses. Notably, Bromfield Sneider Wealth Advisors, Inc did not provide financial planning services to any of its accounts in the prior fiscal year. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees are based on which services are offered. Fees charged by the firm most likely consist of some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 315 accounts, Bromfield Sneider Wealth Advisors, Inc's largest client type by number of accounts is high net worth investors, though it also caters to 97 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 82.91%
- Other Individuals - 17.09%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bromfield Sneider Wealth Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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