Michael Widlake
Michael Widlake is a registered investment advisor at Commonwealth Guardians, based in Needham, MA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 96 clients with $15M 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 | 1.25% |
Clients also pay additional fees to Orion Portfolio Solutions (OPS), which range from 0.10% to 0.35% for administration, a minimum of $75 per year, and 0.0% to 0.50% for strategist fees. The total fees will not exceed 3%.
Fee Estimator
Location
Needham, MA
Get directionsHistory
Regulatory History (1)
Criminal
October 1996Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent selling fixed insurance products since 2014. This activity takes about half of his time.
Employment History
Current Registrations
Commonwealth Guardians
Previous Registrations
Gradient Advisors, LLC
Simplicity Wealth
Sound Income Strategies, LLC
State Registrations2 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.