Michael Durant is a CFP-designated registered investment advisor at Belmont Financial, LLC, based in Charlestown, MA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 65 clients with $91M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Certain long-term clients may have a different fee schedule which is no longer in use. Fees are subject to negotiation and account minimums may be modified based upon certain criteria such as anticipated future additional assets, pre-existing client relationship, pro-bono activities, etc.
Fee Estimator
Location
Charlestown, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Belmont Financial, LLC
State Registrations1 state
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