Greensboro, GA Office
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Assetgrade, LLC
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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.
Based on Assetgrade, LLC
Expertise
Based on Assetgrade, LLC
Location
1001 Founders Row, Suite 103
Greensboro GA 30642
Advisors at this office
1
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