Weybosset Research & Management, LLC
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Overview
Weybosset Research & Management, LLC is a financial advisor firm located in Providence, Rhode Island. It oversees $282.9 million in assets under management throughout 334 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small team, including 3 financial advisors. Weybosset Research & Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as stocks, bonds and options.
Weybosset Research & Management, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring the customer's approval. Weybosset Research & Management, LLC administers roughly $846,867 in assets for every customer account. The average advisor at Weybosset Research & Management, LLC manages about 111 client accounts.
The firm's main office is at 50 South Main Street, Providence, Rhode Island 2903. The firm is allowed to serve investors throughout a number of states, including 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
$282.9 million
4
334
$846.9 thousand
Fee Structure
Financial advisory fees are based on the type of financial services provided. However, fees charged by Weybosset Research & Management, LLC may include any blend of the following fee types: asset-based, fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
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
The firm works with retail investors and high net worth investors. Out of its 334 clients, Weybosset Research & Management, LLC's largest client type by number of accounts is retail investors, although it also caters to 64 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 29.36%
- Other Individuals - 70.64%
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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