Nvest Wise, LLC
Nvest Wise, LLC (CRD# 145063) is a financial advisory firm headquartered in , . They manage $637,802 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Nvest Wise, LLC
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$127,560
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Nvest Wise, LLC
1
Daphane Simmons (CRD# 4823869) is an Investment Advisor Representative working at Nvest Wise, LLC in Douglasville, GA and has over 19 years of experience in the finance industry.
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