WELL ADVISED, LLC

Overview

Well Advised, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-advisers services. It describes itself as a capital allocator, working with external managers rather than exclusively managing every strategy in-house. Well Advised is not positioned as an active ESG investor and is not registered as a multistate adviser. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives