Weybosset Research & Management, LLC
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Learn more about Weybosset Research & Management, LLC
Overview
Weybosset Research & Management, LLC is located at 50 South Main Street, Providence, RI. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Weybosset Research & Management, LLC is not a registered broker-dealer.
Weybosset Research & Management, LLC oversees $307.5 million in assets under management across 346 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as other services. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Weybosset Research & Management, LLC includes asset-based, fixed, and performance-based fees. The firm has 66 high net worth clients.
Weybosset Research & Management, LLC is registered in the states of Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Weybosset Research & Management, LLC by the Numbers
$307.5 million
4
346
$888.6 thousand
Fee Structure
Financial management fees typically vary depending on the type of financial services offered. Fees billed by Weybosset Research & Management, LLC most likely include some blend of the following fee types: asset-based, fixed, or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors and high net worth investors. Out of its 2 clients, Weybosset Research & Management, LLC's biggest client group by number of accounts is high net worth investors, although it also serves 66 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 25%
- Other Individuals - 75%
- 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
Weybosset Research & Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Weybosset Research & Management, LLC
Providence, RI
Providence, RI
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