A complete list of active advisors currently associated with Plectrum Advisers LLC

Warmer can help you find a great advisor at Plectrum Advisers LLC or one who fits your needs even better.

Plectrum Advisers serves individuals (including high-net-worth clients), estates, trusts, and small businesses, providing financial planning, discretionary portfolio management, and educational seminars/workshops. The firm supports two client entry paths: a traditional advisor-managed program for experienced investors with a conventional account threshold and an app-based onboarding pathway that assigns model portfolios for newer investors with no account minimum. The firm’s investment approach follows Modern Portfolio Theory, emphasizing diversified allocations built primarily from low-cost mutual funds and ETFs with select individual fixed-income holdings; accounts are reviewed at least quarterly and model portfolios are rebalanced periodically. Plectrum Advisers acts as a fiduciary for retirement accounts, generally implements strategies on a discretionary basis, and uses an institutional custody platform to execute and settle client trades. Distinctive features for a firm of this size include a formal program of educational seminars and workshops—focused on asset allocation, compounding, risk assessment, and basic stock and bond investing—and the combination of a subscription-style, app-driven entry option alongside a conventional AUM-based advisory program. The advisory team is small (two advisors) managing roughly $72.5 million for about 75 clients, and the firm discloses that an investment adviser representative maintains a senior product role at a financial-technology company as a significant outside business activity.

To learn more about the advisors currently working at Plectrum Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.