Michael Cooney is a registered investment advisor at Claro Advisors INC., based in Boston, MA, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,123 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees range from 0.50% to 1.50% based on complexity, asset level, and services. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
100 High Street, Suite 950, Boston, MA, 02110
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Regulatory History (1)
Employment Separation After Allegations
September 2022Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Morgan Stanley
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Ftn Midwest Securities CORP.Broker
Merriman Curhan Ford & CO.Broker
Harris Nesbitt CORP.Broker
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Deutsche Bank Securities INC.Broker
Bear, Stearns & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Astor Securities, INC.Broker
State Registrations1 state
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.
Exams
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