AssetGrade

AssetGrade is a fee-only Registered Investment Advisor headquartered in Boston, Massachusetts. The company is a small business with three employees and generates $2.5 million in annual revenue. AssetGrade specializes in providing financial planning and investment management services to both individual and business clients. AssetGrade caters to two primary client segments: individuals and businesses. For individuals, they focus on serving HENRYs (High Earners, Not Rich Yet) and the Working Wealthy with investable assets of at least $750,000. They offer personalized wealth management services, including financial planning and investment management, typically accessible to families with significantly higher net worths. For businesses, AssetGrade assists small to mid-sized companies in designing and managing their retirement plans. They guide business owners in fulfilling their fiduciary duty, structuring retirement plans to attract and retain talent, and aligning retirement plans with the business owner's personal financial objectives. AssetGrade distinguishes itself through its commitment to transparency, straightforward advice, and sophisticated research. They simplify the investment process for clients by identifying and recommending top-tier investments from a vast selection of over 10,000 funds sourced from hundreds of fund companies. The company leverages the secure and robust Fidelity Investments technology and platform to manage client assets. To connect with AssetGrade, visit their website at assetgrade.com.