Michael Davis is a registered investment advisor at Cottage Street Advisors, based in Marion, MA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 135 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cottage Street Advisors' fees for investment management and financial planning typically range from 0.75% to 1.00% per year, deducted from your account semi-annually, quarterly, or monthly. The fee is based on the average value of your account. Financial planning is included in the investment management fee, but is also available separately for a fixed price (typically $2,500 - $10,000).
Location
9 Cottage Street, Marion, MA, 02738
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cottage Street Advisors
Previous Registrations
Davis Michael Kim
State Registrations3 states
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