Michael Stein is a registered investment advisor at Eggz, based in Charlemont, MA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $250K | 0.50% |
| $250K - $1000K | 0.30% |
| $1M+ | 0.25% |
For accounts with less than $10,000, Eggz charges $5 a month. Fees are generally negotiable.
Fee Estimator
Location
111 East Oxbow Road, Charlemont, MA, 01370
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Michael is an independent insurance agent since 1992. He is also a board member of WindhorseIMH and an advisory representative of a RIA, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Eggz
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ohanesian / Lecours, INC.
Ohanesian / Lecours, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.