Assetgrade, LLC

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Client assets under management

$330,131,041

Clients

165

56% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$2,000,794

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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$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%

Other

Account minimum: $7,500 Minimum fee: $7,500 annual minimum fee

Main office location

Assetgrade, LLC

One Boston Place, 201 Washington, Suite 2600

Boston MA 02108-4420, United States

Number of offices

Most active in

Connecticut · Florida · Georgia · Illinois · Massachusetts · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 617-933-7257

Advisors at this firm

Patrick C

CFP®, CFA®, Series 63

Boston, MA

Assetgrade, LLC

Patrick Cote is a CFP® and CFA® credentialed financial advisor at Assetgrade, LLC with 12 years of industry experience. He has been with Assetgrade since 2013, working in the firm’s Boston office. Assetgrade provides financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors and emphasizes strategic asset allocation using model portfolios tailored to clients’ risk tolerance and financial goals.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Katherine H

CFP®, Series 63, Series 65

Chicago, IL

Assetgrade, LLC

Katherine Hennessy is a CFP® professional with nine years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2016. Prior to joining Assetgrade, she worked at HomeMaker for two years. Assetgrade provides financial planning, investment and wealth management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm uses model portfolios emphasizing strategic asset allocation with tactical adjustments and maintains a broad physical presence with eight offices, offering educational seminars at no cost.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Susan P

CFP®, CFA®, Series 63

Atlanta, GA

Assetgrade, LLC

Susan Powers is a CFP® and CFA® with nine years of industry experience. She has been with Assetgrade, LLC since 2015 and is based in Atlanta, GA. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting to individuals, including high-net-worth clients, trusts, estates, and corporate entities. The firm uses model portfolios emphasizing strategic asset allocation with tactical adjustments and serves approximately 165 clients with $337.7 million in discretionary assets under management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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