Michael Sly is a CFP-designated registered investment advisor at Strategic Financial Alliance, LLC, based in Canton, MA, with 24 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $41M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees are deducted quarterly, in advance.
Fee Estimator
Location
785 Washington Street, Canton, MA, 02021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Michael is the managing member of Sage Properties, LLC, a real estate holding and management company, dedicating a few hours per week to property management. He is also a licensed CPA in Massachusetts, spending nearly full-time hours on tax compliance and preparation from December through May, and about 10-20% of his time for the rest of the year.
Employment History
Current Registrations
Strategic Financial Alliance, LLC
State Registrations2 states
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