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Michael Quevedo

Almanack Investment Partners
22 Years of Experience
Newtown Square, PA
View SEC Summary
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Michael Quevedo is a registered investment advisor at Almanack Investment Partners, based in Newtown Square, PA, with 22 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 426 clients with $950M in assets under management.

Almanack Investment Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
426 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$945.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3803 West Chester Pike, Suite 110, Newtown Square, PA, 19073

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is an investor in Loop Internet, a privately held small fiber optic internet company, through Toz LLC. This activity requires minimal time.

Employment History
Current Registrations
Almanack Investment Partners
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bfc Planning, INC.
March 2016 - July 2021 · 5 yrs 4 mos
Traynor Capital Management
July 2013 - March 2016 · 2 yrs 8 mos
Morgan Stanley
June 2009 - July 2013 · 4 yrs 1 mo
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
PNC Investments
January 2004 - July 2007 · 3 yrs 6 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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