Michael Grossman
Michael Grossman is a CFP-designated registered investment advisor at Adviceone Advisory Services, LLC, based in East Otis, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,449 clients with $2B 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 | 2.00% |
Maximum annual fee of 2.00% based on asset level, complexity, and overall relationship.
Fee Estimator
Location
East Otis, MA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business Activities
Michael owns a commercial property through Waldemar Realty LLC and provides entrepreneurial coaching to financial advisors through AdviceOne Empowerment Coaching LLC. These activities require minimal time.
Employment History
Current Registrations
Adviceone Advisory Services, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Securities America, INC.Broker
Allmerica Investments, INC.Broker
State Registrations3 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.