Zerocelsius Wealth Studio, Inc. (New London)
Zerocelsius Wealth Studio, Inc. is an adviser based in New London. It manages $30.69 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New Hampshire.
Zerocelsius Wealth Studio provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Zerocelsius Wealth Studio: assets under management
The assets under management (AUM) of Zerocelsius Wealth Studio, Inc. is $30.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Zerocelsius Wealth Studio, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in New London
The principal office where Zerocelsius Wealth Studio, Inc. performs its advisory services is located at 228 Main Street, New London, NH 03257 The mailing address of the firm is P.O. Box 2340, New London, NH 03257. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-526-8000 or by fax 603-526-8001. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.zerocelsiuswealth.com.
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