Michael Shade is a CFA-designated registered investment advisor at The De Burlo Group, INC., based in Boston, MA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $1B 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% |
| $2M+ | 0.75% |
Fees are negotiable. Non-profit organizations and municipal retirement systems have negotiable fees.
Fee Estimator
Location
50 Federal St. 8th Floor, Boston, MA, 02110-2509
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 →Employment History
Current Registrations
The De Burlo Group, INC.
Previous Registrations
Boston Financial Trust Advisors, LLC
Loomis, Sayles & Company, L.P.
Columbia Management Advisors, INC.
State Registrations1 state
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.