Michael Betros
Michael Betros is a PFS-designated registered investment advisor at D'arcangelo Financial Advisors, LLC, based in Poughkeepsie, NY, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees may be negotiable depending on the size and complexity of the client’s accounts as well as services required.
Fee Estimator
Location
510 Haight Avenue, Suite 201, Poughkeepsie, NY, 12603
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Michael is the trustee for multiple trusts, including the EM Fischer Irrevocable Trust and the Elizabeth M. Fischer Irrev Life Insurance Trust, dedicating minimal time to each. He is also a member of several CPA-related LLCs and a partner in Arlington Professional Suites LLC, a real estate venture.
Employment History
Current Registrations
D'arcangelo Financial Advisors, LLC
State Registrations5 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.