Michael Gore
Michael Gore is a PFS-designated registered investment advisor at Polaris Investment Advisors, LLC, based in Framingham, MA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $220M 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 $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
615 Concord Street, Suite 5, Framingham, MA, 01702
Get directionsHistory
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 insurance agent selling fixed annuities since 2008, and a CPA/Partner of Whitney & Gore Financial Services since 1997. He spends a significant amount of time on securities trading and a few hours per week on non-securities trading activities related to his CPA/Partner role.
Employment History
Current Registrations
Polaris Investment Advisors, LLC
Previous Registrations
Polaris Advisors, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Money Concepts Capital CORPBroker
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.