Millstone Wealth Partners, LLC
Millstone Wealth Partners, LLC (CRD# 174410) is a financial advisory firm headquartered in Boston, MA. They manage $104,167,228 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management104MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$1,509,670
- 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
- Selection of other advisers (including private fund managers)
Matthew Grady (CRD# 4362567) is an Investment Advisor Representative working at Millstone Wealth Partners, LLC in Boston, MA and has over 16 years of experience in the finance industry.