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
I, along with my team, help a limited number of busy, successful people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
I enjoy working with successful, financially conservative people who want one trusted advisor to oversee all of their financial stuff. Not only for them but also intergenerationally, for their kids and parents. All for one simple flat fee.
if that's you, let us know. Being an entrepreneur, I particularly enjoy working with responsible people like you who work hard or have worked hard and are responsible for not only yourself, but your family, your community and others.
Note: If you like a more personal touch, you may like our approach. We plan to limit the number of new clients in our family office model to 25. And since we are a flat fee shop, we don't require clients to move their assets to us. We have state of the art software to track client financials at almost every firm in the industry.
We manage ~$20M in accounts directly but advise almost $50M across a small number of clients. We don't want to be the biggest, we want to provide great service and I personally want to have great relationships with the people we serve.
Thanks for reading.
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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 4 years of experience in the finance industry.