Michael Re
Michael Re is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Milford, CT, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
26 Cherry St., Milford, CT, 06460
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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 ActivitiesSells Insurance
Michael is an independent fixed insurance agent with Financial Network Limited, dedicating a few hours per week to selling and servicing fixed insurance products. He also spends nearly full-time working as an investment advisor representative (IAR) with Prime Capital Investment Advisors, LLC and has minimal involvement with CHHSZ Holdings LLC, a holding company that owns Prime Capital Investment Advisors, LLC. Michael is also a member of 26 Cherry St LLC and an investor in 5419 Main St, LLC, both real estate holding companies, dedicating minimal time to each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations14 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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