Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.
Areas of Practice
Advisor Information
Office location
61 Maple Avenue, Canton, CT, 06019
Get directionsRegulatory History (2)
Customer Dispute
March 2024Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Michael sells life, disability, health, and long-term care insurance products through various independent insurance companies, dedicating a few hours per week. He is also involved in a property holding company, Chadwick Financial Advisors LLC, Fiscal Wisdom Wealth Management, college counseling, a farm business, and estate transfer services.