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Somerset Wealth Management, LLC

Headquartered in PORTLAND, OR

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Firm Information

Somerset Wealth Management, LLC is an independent Registered Investment Advisor based in Somerset, New Jersey. The firm has two licensed agents and manages approximately $12.89 million in regulatory assets under management for 81 clients, including individuals, trusts, and retirement accounts. Somerset Wealth Management, LLC provides financial planning, portfolio management, and other advisory services to individuals and high-net-worth clients.

Somerset Wealth Management, LLC

$12.89M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SOMERSET WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Alpine, WY

location

PORTLAND, OR

Advisors at Somerset Wealth Management, LLC

View All 1 Advisors
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Thomas Burgess Hamlin

RA

PORTLAND, OR

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Nicholas J Coccimiglio

RA

Alpine, WY

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Brian Philip Hamlin

RA

PORTLAND, OR

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Disclosures

There are no public disclosures for Somerset Wealth Management, LLC.

Frequently Asked Questions (7)

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