Firm
Asset Management Associates
South Windsor, Connecticut
Fee-only
Asset Management Associates at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its average account is about $946,000 (assets it manages divided by its 107 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | South Windsor, Connecticut |
|---|---|
| Website | assetmanagementassociates.com |
| Phone | (860) 648-1953 |
Asset Management Associates fees
Asset Management Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 75 |
| High-net-worth clients | 29 |
| Accounts managed | 107 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 119878 |