Fee-OnlyFinder

% of assets managed in Norwell, MA

4 advisers in Norwell offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Contravisory Investment Management, INC.120 Longwater Drive, Suite 100 · Norwell, MA 02061 · (781) 740-1786 · Financial planningCRD 109767 · % of assets, Performance-based fees · $701.7 million AUMSEC registeredNo commissions reportedDiversified Financial Management80 Washington Street, Building E-13 · Norwell, MA 02061 · (781) 792-0440 · Financial planningCRD 171813 · % of assets, Hourly charges, Fixed fees · $338.8 million AUMSEC registeredNo commissions reportedSouth Shore Investment Services LLC52 Accord Park Drive, 2nd Floor · Norwell, MA 02061 · (781) 887-8978 · Financial planningCRD 311450 · % of assets, Fixed fees, Other · $117.9 million AUMSEC registeredNo commissions reportedVincent Wealth Advisors LLC101 Longwater Circle, Suite 101 · Norwell, MA 02061 · (781) 556-8623 · Financial planningCRD 332759 · % of assets, Fixed fees · $152.9 million AUMSEC registeredNo commissions reported