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About AssetGrade, LLC
AssetGrade provides wealth management services to everyone, offering support typically reserved for those with over $1 million in assets. We offer straightforward advice based on sophisticated research, that is simple for our clients to use. We endeavor to make it easy for you to invest by identifying and recommending best of breed investments from over 10,000 funds from hundreds of fund companies, all in a secure environment using the Fidelity Investments technology and platform. Specialties Simple and easy to use, Fee-only – not accepting commissions from other companies, RIA (Registered Investment Advisor) - fiduciary working in your best interest, Secure – assets are held with custodian, Fidelity Investments