Walnut Hill Advisors, LLC
Walnut Hill Advisors, LLC (CRD# 152729) is a financial advisory firm headquartered in Belmont, MA. They manage $12,779,827 in 169 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts169ACCOUNTS
Average Account Value$75,620
- 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)
- Educational seminars/workshops
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
2. Advice & Planning
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously for your benefit.
Thanks for reading.
Chris Grande, MSIM, RMA®
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Christopher Grande, MSIM, RMA® (CRD# 2616253) is Principal of Walnut Hill Advisors, LLC in Belmont, MA and has 22 years of experience in the finance industry.
Chris holds a Masters Degree in Investment Management from the Questrom School of Business (BU), an undergraduate dual degree from Tufts University, and a Certificate in Financial Planning from the College for Financial Planning. He holds the RMA® designation highlighting his focus on retirement planning from the House Balance Sheet point of view - safety first.
Alfred Angelici (CRD# 2736433) is an Investment Advisor Representative working at Walnut Hill Advisors, LLC in Belmont, MA and has over 5 years of experience in the finance industry.