Nauset Wealth Management, LLC

Nauset Wealth Management, LLC is a SEC-registered investment adviser established in 2000, located in Connecticut. The firm offers individual portfolio management services on a discretionary basis, tailored to clients' needs and objectives. They conduct financial planning services, addressing various areas such as tax, investments, insurance, retirement, and estate planning. The firm manages over $328 million in client assets as of 12/31/2021. For portfolio management services, fees range from 0.6% to 1.0% based on assets under management, with a minimum requirement of $500,000. Financial planning fees are hourly at $300. The firm may negotiate fees based on client circumstances. Nauset Wealth Management, LLC does not charge performance-based fees and serves individuals and high net worth individuals, typically requiring a minimum of $500,000 in assets under management. The firm employs fundamental, technical, quantitative, and qualitative analysis, as well as asset allocation and mutual fund/ETF analysis in managing client accounts. They focus on long-term and short-term purchases, with a risk of loss inherent in securities investments. The firm does not engage solicitors for client referrals and does not accept compensation from non-clients. Nauset Wealth Management, LLC does not have custody of client accounts and provides discretionary asset management services. They do not vote proxies for client accounts. The firm has no financial conditions impairing its ability to meet obligations and has not been subject to bankruptcy in the past ten years.