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Michael Krasco

Flagship Harbor Advisors, LLC
26 Years of Experience
Boston, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Krasco is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 26 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,373 clients with $3.4B in assets under management.

Flagship Harbor Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
7,373 clients
Average Client Portfolio
$464K average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fee generally ranges from 0.25% to 2.00% of assets under management, depending on the amount and type of assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

346 Commercial Street, Boston, MA, 02109

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael operates Flagship Harbor Advisors as a DBA for his LPL business and as a registered investment advisor, dedicating most of his time to these activities. He also works as an insurance agent offering fixed annuities and fixed insurance, spending minimal time on this. Additionally, Michael is involved with Cameron Real Estate Group Inc. providing mortgage/real estate services, spending a few hours per week.

Employment History
Current Registrations
Flagship Harbor Advisors, LLC
September 2014 - Present · 12 yrs 1 mo
LPL Financial LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
April 2014 - August 2014 · 4 mos
Commonwealth Financial NetworkBroker
January 2009 - August 2014 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 1999 - January 2009 · 9 yrs 4 mos
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
State Registrations15 states
AZCACOCTFLGAMAMENHNYOHRITXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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