FINANCIAL ADVANTAGE

Overview

Financial Advantage operates as an independent registered investment advisor structured as a limited liability company. The firm primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. With a client base consisting of individuals and families, Financial Advantage employs a fee structure that includes a percentage of assets under management as well as fixed fees. The firm does not engage in capital allocation or act as a pension consultant, and it is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices