Michael Stern is a registered investment advisor at Arlington Investment Advisors, based in Arlington, MA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 41 clients with $24M 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 | 0.65% |
The management fee is 0.25% for multiple employee 401(k) or SEP plans. Arlington Investment Advisors may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
Arlington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the executive officer for Massinvestor, Inc., a company that publishes information on the Venture Capital and Private Equity industry.
Employment History
Current Registrations
Arlington Investment Advisors
State Registrations1 state
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