Top financial advisors in Gloucester, MA
We’ve curated a list of the best financial advisors in Gloucester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$147,030,699
Number of advisors
2 advisors
| $147,030,699 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gloucester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gloucester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wernau Asset Management
Wernau Asset Management, Inc. is a registered investment adviser offering fee-based discretionary and non-discretionary investment advice and portfolio management services to various clients, including individuals, high net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm also provides consulting services on an hourly or fixed fee basis. Clients must enter into a written agreement with the firm outlining the terms of service. Wernau's investment strategies are tailored to each client's financial situation, potentially differing from advice given to other clients. The firm follows a value investing approach, utilizing fundamental, cyclical, and technical analysis methods. Investment strategies include long-term and short-term purchases, short sales, margin trading, and option writing. Wernau charges management fees quarterly based on assets under management, with negotiable fees under certain circumstances. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. Clients have the option for IRA rollover recommendations, with assets under management totaling $191,270,148 as of December 31, 2024. Wernau does not compensate for client referrals and maintains a strict privacy policy regarding client information.
$147,030,699 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Consulting And Family Office Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gloucester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gloucester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.