Michael Herlihy is a registered investment advisor at Rmc Investment Advisors, based in West Hartford, CT, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 396 clients with $990M 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% |
| $1M+ | 1.00% |
Fee may be negotiable.
Fee Estimator
Location
643 Prospect Avenue, West Hartford, CT, 06105
Get directionsHistory
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 →Other Business Activities
Michael is a member of Kingston Real Estate Partners, LLC, reviewing investment opportunities and spends minimal time on this activity. He is also a managing member of Downstream Properties LLC, focusing on building management and spends minimal time on this activity.
Employment History
Current Registrations
Rmc Investment Advisors
State Registrations2 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.