Michael Delduchetto is a registered investment advisor at Excalibur Management CORP, based in Waltham, MA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $660M 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 | 1.00% |
Fee Estimator
Location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451
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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.
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Michael is a board member of Spectrum for Living Endowment, a non-profit organization supporting adults with developmental disabilities in New Jersey. He dedicates minimal time per month to meeting and discussing the endowment's support for the organization.
Employment History
Current Registrations
Excalibur Management CORP
State Registrations2 states
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