Advisor at Wealth Management Planning
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
Wealth Management Planning
Location
Duxbury, MA
Credentials
Series 65
Industry experience
9 years
Henry Frattaroli is a financial advisor with Wealth Management Planning in Duxbury, MA, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Brookstone Capital Management from 2016 to the present and was self-employed from 1985 to 2016. Outside of advisory services, he is involved in real estate and insurance sales. Wealth Management Planning provides personalized asset management and financial planning for individuals and entities such as pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm combines investment management with an affiliated insurance brokerage and employs both fundamental and statistical analysis, including the use of derivatives, to implement client portfolios.
Based on Wealth Management Planning
$0 - $5,000,000: 1% Over $5,000,000+: 0.75%
Fee-only: Fee-only investment management firm; fees are negotiable and calculated on an incremental basis.
Duxbury, MA
Massachusetts
Brookstone Capital Management
2016 - Present (10 years)
SELF EMPLOYED
1985 - 2016 (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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