Michael Storer is a registered investment advisor at Symmetry Partners, based in Glastonbury, CT, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,909 clients with $4.7B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Standard direct client fee schedule. Alternative fee schedules apply for specific remote offices, retirement programs, and institutional accounts. Fees may be negotiable.
Fee Estimator
Location
151 National Drive, Glastonbury, CT, 06033
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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 →Other Business Activities
Michael works as a Senior Regional Director at Symmetry Partners LLC, focusing on investment management, portfolio construction, business development, and national account business relationship management. This is a full-time commitment.
Employment History
Current Registrations
Symmetry Partners
Previous Registrations
Foreside Financial Services, LLCBroker
Northern Lights Distributors, LLCBroker
3d Asset Management, INC.
Symmetry Partners
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Fam Distributors, INC.Broker
John Hancock Funds, INC.Broker
Evergreen Investment Services, INC.Broker
First Union Brokerage Services, INC.Broker
Colonial Investment Services, INC.Broker
Colonial Investment ServicesBroker
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.
Exams
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