Michael Stuart is a CFA-designated registered investment advisor at Clark & Stuart INC, based in South Hamilton, MA, with 32 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, Retirement Planning. Their firm serves 180 clients with $200M 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+ | 0.70% |
Standard rate is 1% per year up to $1M and 0.7% for amounts over $1M. Family accounts are charged 0.7% and non-profit institutions are charged 0.5%. Maximum annual management fee is $25,000. Fees are negotiable, and the firm may exclude low-cost-basis securities or manage the fixed income portion for free if the equity portfolio exceeds $500,000.
Fee Estimator
Location
203 Willow Street, South Hamilton, MA, 01982
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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
Clark & Stuart INC
State Registrations6 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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