Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Applied Capital Management, LLC provides customized comprehensive financial planning and consulting services. They gather client information through interviews and questionnaires to prepare a financial plan with recommendations. Implementation is at the client's discretion.
For services provided in year 2 and beyond, they charge a fixed annual planning fee up to $495 for annual review, consulting calls, and file maintenance. This fee is waived if ACM manages your assets through LPL.
Financial planning fees are not to exceed $2,000 during the first year. Additional customized services are billed hourly at a rate not to exceed $350 per hour.
50 Nashua Road, Suite 200, Londonderry, NH, 03053