Michael Brennan
Michael Brennan is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Hazlet, NJ, with 30 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B 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 | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
1 Bethany Rd, Suite 3, Hazlet, NJ, 07730
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Michael is a real estate agent with Weichert Realtors, dedicating about 10-20% of his time, and an independent insurance agent selling life, health, disability, and long-term care insurance, dedicating minimal time. He also owns Michael Brennan, LLC (financial services) full-time and is a management consultant for MC Fullbright and Company, LLC.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Rmr Wealth Builders, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations20 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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