Michael Regan is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Hingham, MA, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
50 Derby St, Ste 100, Hingham, MA, 02043-3740
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Icapital, LLC
Graduate Leverage Investment Advisory Services, LLC
Tuttle Wealth Management, LLC
Assent LLCBroker
National Financial Services LLCBroker
Rosenthal Collins Equities, L.L.C.Broker
Moors & Cabot, INC.Broker
TD Waterhouse Capital Markets, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Service Asset Management CompanyBroker
Wagner Stott Mercator Partners, L.P.Broker
National Financial Services LLCBroker
Olde Discount CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.
Exams
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