Advisor at Rawlings Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rawlings Wealth Management
Location
Glastonbury, CT
Credentials
Series 65
Industry experience
11 years
Bradford Boisvert is a financial advisor at Rawlings Wealth Management with 11 years of industry experience. He holds a Series 65 credential and also serves as Group Financial Controller at GKN Aerospace. Boisvert has been with Rawlings Wealth Management since 2014 and concurrently employed at GKN Aerospace since 2016. Rawlings Wealth Management is an independent advisory firm serving individual clients with comprehensive financial planning and portfolio management. The firm integrates financial planning into its asset-based advisory services and employs a mix of fundamental and technical analysis to implement active and passive investment strategies.
Based on Rawlings Wealth Management
$0 - $499,999: 1.20% (120 basis points) annually $500,000 - $999,999: 1.00% (100 basis points) annually $1,000,000 - $2,999,999: 0.90% (90 basis points) annually $3,000,000 - $4,999,999: 0.80% (80 basis points) annually $5,000,000 - Above: 0.70% (70 basis points) annually
Fee-only: All-inclusive asset-based fees; no additional fee for financial planning
Glastonbury, CT
Connecticut · Rhode Island
GKN Aerospace
2016 - Present (10 years)
Rawlings Wealth Management LLC
2014 - Present (12 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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