Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 1.0% annually of the account's market value, billed quarterly in arrears. Clients can have fees deducted from their custodial accounts or be billed directly. Financial planning fees are fixed and negotiated on a client-by-client basis. A minimum net worth of $1,000,000 is required for advisory and financial planning services, but waivers may be granted.
Areas of Practice
Advisor Information
Office location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a board member of Spectrum for Living Endowment, a non-profit organization supporting adults with developmental disabilities in New Jersey. He dedicates minimal time per month to meeting and discussing the endowment's support for the organization.