Raymond
Bald
Measured Wealth Private Client Group, LLC
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About this Advisor
Raymond Bald is a financial advisor who works out of Exeter, New Hampshire with 5 years of relevant experience. Bald is on the advisory team at Measured Wealth Private Client Group, LLC. Bald has gained experience at Clm Capital Management LLC and Cummings, Lamont & Mcnamee. Bald has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in New Hampshire. Measured Wealth Private Client Group, LLC is a financial advisory company that has its headquarters in Portsmouth, NH. The firm has offices in two locations and a total of 14 financial advisors. It has $385 million in assets under management among its 1,357 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 1,357 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types charged by Measured Wealth Private Client Group, LLC most likely include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Measured Wealth Private Client Group, LLC Brokerage Details
$384,672,853
14
1,357
$283,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Raymond Bald Work History
Raymond has been registered as a financial advisor for 5 years.*
Cummings, Lamont & Mcnamee
Clm Capital Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Raymond Bald 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 Measured Wealth Private Client Group, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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