Rand
Folta
Shorepoint Capital Partners LLC
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About this Advisor
Rand Folta is a financial advisor based in Norwood, Massachusetts, working with Shorepoint Capital Partners LLC. Rand has previously held positions at B&L Asset Management LLC Dba Burns & Levinsonasset Management, Winslow, Evans & Crocker, Inc, Winslow Wealth Management, LLC, B. Riley Wealth Advisors, Inc D/B/A Nationalasset Management, and Shorepoint Capital Partners LLC. Rand has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Rand is part of Shorepoint Capital Partners LLC, which operates out of Norwood, Massachusetts. The firm has 10 employees and manages assets totaling $736.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and publication of newsletters. The fee structure at Shorepoint Capital Partners LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Shorepoint Capital Partners LLC Brokerage Details
$736,230,414
10
1,251
$588,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
Rand Folta Work History
Shorepoint Capital Partners LLC
B. Riley Wealth Advisors, Inc D/B/A Nationalasset Management
Winslow Wealth Management, LLC
Winslow, Evans & Crocker, Inc
B&L Asset Management LLC Dba Burns & Levinsonasset Management
Disclosures
Please visit the SEC profile of Rand Folta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shorepoint Capital Partners LLC
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
Norwood, MA
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