SOMERSET GROUP LLC
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About the firm
Somerset Group is a comprehensive wealth management firm serving individuals and families in all stages of wealth accumulation and preservation. They provide risk-managed returns through individualized portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice, portfolio management, financial planning, debt reduction, employee benefit aid, life insurance guidance, retirement planning, post-retirement planning, and tax strategies.
Who they serve
Individuals and families in all stages of wealth accumulation and preservation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $7.5M |
| High Net Worth Individuals | 24 | $138M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $1 Million AUM | 1.50% |
| $1 Million - $5 Million AUM | 1.00% |
| More than $5 Million AUM | 0.75% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOMERSET GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.