linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Raymond Lewis Bald

Measured Wealth Private Client Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Raymond? Claim Your Profile

About Raymond Lewis Bald

Raymond Bald is an Investment Advisor Representative associated with Measured Wealth Private Client Group, LLC. Raymond is registered with the state of New Hampshire, and has been in the industry since April 1987. Raymond has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Raymond's current firm has offices in Exeter and Portsmouth, New Hampshire.

Firm Information

Raymond Bald is currently registered with Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group, LLC is a financial advisor headquartered in Portsmouth, New Hampshire. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $408 million in assets for 1,313 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. They also offer a wrap fee program.
Measured Wealth Private Client Group, LLC

303 ISLINGTON STREET

PORTSMOUTH, NH 03801

$408.12M

Assets Under Management

10

Total Clients

10

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Raymond Bald’s Registration & Firm History

NH

01/04/2018 - Present

Measured Wealth Private Client Group, LLC (Exeter NH)

Not sure if Raymond Lewis Bald is right for you?

Licenses & Designations

IA

Issued 01/25/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Lewis Bald.
Not sure if Raymond Lewis Bald is right for you?