Michael Dwyer
Michael Dwyer is a CFP-designated registered investment advisor at Strategic Family Wealth Counselors, L.L.C., based in Fairfield, NJ, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 315 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFWC provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.10% to 1.50%, depending on the size of your portfolio and the services provided. This fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Certain financial planning services may be included as part of SFWC's wealth management offering.
Location
100 Passaic Avenue, Suite 300, Fairfield, NJ, 07004
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Michael is associated with Strategic Family Wealth Counselors, LLC as a Registered Investment Advisor since 2007. He also works as an insurance agent since 1978, dedicating a few hours per week to selling insurance to clients when their financial plan warrants it.
Employment History
Current Registrations
Strategic Family Wealth Counselors, L.L.C.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Uslife Equity Sales CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.