Sheeley & Partners Wealth Management, LLC

Sheeley & Partners Wealth Management, LLC is a registered investment adviser established in 1998 and based in Providence, RI. The firm offers discretionary investment advisory services, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, and pension and profit sharing plans. Clients can engage the firm with a negotiable annual investment advisory fee ranging from 0.60% to 1.10% based on the market value of assets managed. The firm may also provide financial planning and consulting services on a fixed fee or hourly basis. Sheeley & Partners recommends using Schwab or Interactive Brokers as broker-dealers/custodians for client accounts. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and options transactions. Clients are provided with regular account statements and reports, and the firm's Chief Compliance Officer is available to address any questions. The firm does not accept performance-based fees, participates in wrap fee programs, or receive compensation from the sale of securities. Clients are encouraged to review financial planning issues annually and can impose restrictions on the firm's discretionary authority. The firm also provides retirement plan consulting services and may recommend private investment funds to qualified clients. For more information, clients can contact Lesley Sheeley, the Chief Compliance Officer.