Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fee may be negotiable based upon certain criteria.
Fee Estimator
Finer Wealth Management charges fixed fees for financial planning and consulting, ranging from $500 to $10,000 depending on scope and complexity. Investment management and wealth management services are charged based on a percentage of assets under management, as shown in the table above. For accounts less than $500,000, the firm charges 1.50%. Fees are prorated and charged quarterly, in advance. The firm may negotiate a lesser fee based on certain criteria. Clients also incur additional charges from third parties like broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
530 Loring Ave, Suite 302, Salem, MA, 01970
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.
Learn about disclosures →Other Business Activities
Michael is the President and a Certified Public Accountant at Finer Financial & Tax, Inc. since 1995.