Top financial advisors in Brewster, NY
We’ve curated a list of the best financial advisors in Brewster, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$125,981,818
Number of advisors
5 advisors
| $125,981,818 | 5 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 Brewster, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brewster. 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.
Infiniti Wealth Management
Durante & Waters, LLC, operating as Infinity Wealth Management and Beacon Hill Private Wealth Management, was established in June 2003 by George Waters and Michael Durante. The firm emphasizes personalized attention and offers financial planning, consulting, and investment management services. As of December 2024, the firm manages $160,651,647 in assets on a discretionary basis. Clients can engage the firm for comprehensive financial planning and investment management services, with fees ranging from $1,000 to $8,000 for financial planning and a tiered annual fee based on assets under management for investment management. Durante & Waters may recommend the use of Independent Managers for certain clients, with fees based on a percentage of assets managed by the Independent Managers. The firm's investment strategy focuses on asset allocation, diversification, and risk management, primarily utilizing ETFs and mutual funds. Durante & Waters exercises investment discretion for clients, allowing them to make decisions on securities, amounts, timing, and manager selection. The firm does not provide services for performance-based fees and serves individuals, trusts, and estates. Durante & Waters does not vote client securities and does not have any disciplinary disclosures. Clients receive regular account reviews and statements directly from the custodian. Durante & Waters does not provide compensation to third-party solicitors for client referrals. The firm's fee structure, investment philosophy, and commitment to client service are key highlights of its offerings.
$125,981,818 under management
5 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 Businesses
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 Brewster, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brewster. 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.
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