Edelstein Wealth Management, LLC
Edelstein Wealth Management, LLC (CRD# 121596) is a financial advisory firm headquartered in Boston, MA. They manage $37,543,850 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$431,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Denis Higgins (CRD# 2400603) is an Investment Advisor Representative working at Edelstein Wealth Management, LLC in Boston, MA and has over 23 years of experience in the finance industry.