Michael Reilly
Michael Reilly is a CFP-designated registered investment advisor at Mint Asset Management LLC, based in West Hartford, CT, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates represent the maximum fee for each tier under the Conservative, Moderate, and Dynamic Growth strategies. Short Duration Income strategy charges a flat 1.00% for any account size. Fees are negotiable.
Fee Estimator
Location
West Hartford, CT
Get directionsHistory
Regulatory History (2)
Regulatory
July 1998Employment Separation After Allegations
January 1997Employment History
Current Registrations
Mint Asset Management LLC
Previous Registrations
Avalon
LPL Financial LLC
Unified Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial Corporation
Securities America Advisors, INC.
Securities America, INC.Broker
Edward D. Jones & CO., L.P.Broker
Allmerica Investments, INC.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.
Exams
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