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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2013
- Office Locations
- 3
Office Locations
About Assetgrade, LLC
AssetGrade is a fee-only, fiduciary RIA providing holistic financial planning and portfolio management for high-earning professionals ("HENRYs"), the working wealthy, and small business owners/executives. Portfolios are customized and tax-aware, built primarily with best-in-class mutual funds and ETFs using a long-term allocation approach, selective passive/active exposure, and disciplined rebalancing. Client assets are custodied at Fidelity, and the team includes CFA/CFP professionals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SUSAN LYNN POWERS
Chief Compliance Officer, Owner, Partner
- CRD
- #3047408
- Ownership
- 25% but less than 50%
KATHERINE W HENNESSY
Owner, Partner
- CRD
- #4616759
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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PATRICK R COTE
Founding Partner
- CRD
- #5189191
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,720,606 | $456,997 |
| Non-Discretionary | $0 | -- |
| Total | $337,720,606 | $456,997 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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