The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. (CRD# 129805) is a financial advisory firm headquartered in Wellesley, MA. They manage $461,906,753 in 1,169 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management462MILLION
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Total Number of Accounts1,169ACCOUNTS
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Average Account Value$395,130
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, ME, NH, RI, TX
Financial Advisors at The Relaxing Retirement Coach, Inc.
No Advisor Found.
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