Elaine Morgillo is a CFP-designated registered investment advisor at Flying Point Financial, INC., based in Portsmouth, NH, with 27 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 191 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flying Point Financial charges an annual fee for wealth management services, which includes investment management. The fee ranges from 0.50% to 1.50% of the value of your portfolio, depending on the amount you invest, the composition of your portfolio, and the complexity of your situation. This fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.
Location
155 Fleet Street, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elaine is a manager for Neptune Management, LLC, acting as a managing agent for a condominium owners' association since March 2024. This requires about 10-20% of her time, with a few hours per week during trading hours.
Employment History
Current Registrations
Flying Point Financial, INC.
State Registrations4 states
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