Assetgrade, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$330,131,041
Clients
165
Advisors
3
across 3 offices
About
AssetGrade provides financial planning, investment and wealth management, and retirement plan consulting to individuals (including high‑net‑worth and non‑HNW clients), trusts, estates and corporate entities. The firm reports approximately $337.7 million in discretionary assets under management across three advisors and serves about 165 clients.
The firm largely implements portfolios through model strategies that emphasize strategic asset allocation with occasional tactical adjustments, allocating among mutual funds, ETFs, individual debt and equity securities and options. AssetGrade tailors its recommendations to clients’ risk tolerance, time horizon and liquidity needs, gathering detailed financial information and monitoring accounts on an ongoing basis.
Compared with many peer firms of similar advisor size, AssetGrade maintains an unusually broad physical presence (eight offices) and provides periodic educational seminars and workshops at no charge to participants. The firm also commonly recommends Fidelity for custody and receives software, systems support and other non‑client benefits from Fidelity, a relationship disclosed in the brochure that may influence its operational and custodian choices.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.55%
Account minimum: $7,500 Minimum fee: $7,500 annual minimum fee
Main office
See officeOne Boston Place, 201 Washington, Suite 2600
Boston MA 02108-4420
Advisors at this office
1
Offices (3)
Most active in
Connecticut · Florida · Georgia · Illinois · Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Susan P
Verified by Warmer
CFP®, CFA®
Greensboro, GA
Assetgrade, LLC
I'm Susan L. Powers, CFA, CFP®, CPFA, a financial professional with more than 20 years of experience helping individuals, families, and business owners make thoughtful, confident financial decisions. Before co-founding AssetGrade, I served as a senior executive at Fidelity, where I managed Fidelity's $1.2 trillion 401(k) investment consulting practice, one of the largest retirement platforms in the country. That experience allows me to blend institutional-level insight with a personalized approach tailored to real-life goals and challenges. I'm also a frequent guest speaker on Wharton Business Radio on SiriusXM, where I help demystify complex financial topics in a way that's practical, approachable, and empowering.
Patrick C
CFP®, CFA®, Series 63
Boston, MA
Assetgrade, LLC
Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.
Katherine H
CFP®, Series 63, Series 65
Chicago, IL
Assetgrade, LLC
Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.
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