Nauset Wealth Management

Wealth Management Firm in Westport, CT

Firm Info
Address: 2044, 136 Main St #201, Westport, CT 06880, USA
Phone: (203) 454-7328

Firm Size
Assets Under Management: $328.3 million
# of Advisors: 2
# of Clients: 596
Client to Advisor Ratio: 298:1
Average Account Size: $550,821
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Nauset Wealth Management, LLC Overview

Nauset Wealth Management, LLC is a Fee Only investment advisory firm that has been in business since 2015. The firm is headquartered in Westport, CT and specializes in providing investment advice only. As a Fee Only firm, they do not receive any commissions or compensation from third-party sources, allowing them to remain objective and provide unbiased advice to their clients. Nauset Wealth Management, LLC offers a wide range of services, including financial planning and portfolio management, for individuals and small businesses. Their financial planning services help clients create a comprehensive financial plan that outlines their goals and objectives, as well as strategies for achieving them. This includes retirement planning, estate planning, tax planning, and more. Their portfolio management services are designed to help clients manage their investments and ensure they are aligned with their goals and risk tolerance. Nauset Wealth Management, LLC uses a disciplined investment process to select and monitor investments for their clients, ensuring that their portfolio is well-diversified and in line with their long-term goals. Overall, Nauset Wealth Management, LLC is an experienced and reliable Fee Only investment advisory firm that provides quality investment advice and portfolio management services to individuals and small businesses.

billing fee-based The wide range of clients serviced by NAUSET WEALTH MANAGEMENT, LLC includes individuals and high net worth individuals. The firm understands the distinct needs of these clients and provides them with customized and comprehensive financial planning services. NAUSET WEALTH MANAGEMENT, LLC is well-equipped to handle the financial needs of each client and offers a variety of fee structures depending on the nature of the service provided. For instance, the firm offers a percentage of assets under management (AUM) fee structure for clients who want ongoing investment management services. Additionally, clients who require specific financial advice or consultation can opt for hourly billing and have access to fee-based services for more complex and nuanced financial needs. NAUSET WEALTH MANAGEMENT, LLC recognizes that different clients have different financial goals and therefore offers a range of options to help meet their needs.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Nauset Wealth Management, LLC is $500,000 of assets under management for their portfolio management services, as stated in their Part 2 Brochure. It should be noted that this account size may be negotiable under certain circumstances, and that the firm may group related client accounts to achieve the minimum account size and determine the annualized fee.

How This Office Can Help Westport, CT Residents

Nauset Wealth Management is a financial advisory firm that is committed to assisting clients in Westport, CT, with their financial planning needs. The firm's primary focus is to help clients achieve their long-term financial goals through personalized investment and wealth management strategies. With over 10 years of experience, their team of advisors understands the unique financial situations that residents of Westport, CT, might be facing. Westport, CT, is known for its high cost of living, and many residents face challenges such as high property taxes and housing costs. Additionally, the town's proximity to New York City often leads to higher levels of income and larger asset portfolios. Nauset Wealth Management works with clients to create a customized investment plan that takes into consideration these unique factors. They also provide support with retirement planning, tax planning, and estate planning. The firm's goal is to help clients achieve financial stability and security, enabling them to live the life they envision.

To view the Minimum Investment and Fee Schedule for Nauset Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Nauset Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Nauset Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2044, 136 Main St #201, Westport, CT 06880, USA
Phone (203) 454-7328
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 136 MAIN STREET, SUITE 201, WESTPORT, CT 6880, United States

This firm has no other locations.


Disciplinary History

Nauset Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.