Michael Mccully is a registered investment advisor at Nefpg, based in Burlington, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 196 clients with $250M 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 $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K+ | 0.75% |
Fee schedule applies to IMPAC and Ambassador programs. Participants in these programs may be entitled to a discounted asset-based fee if they maintain one or more “Related Accounts” within this program.
Fee Estimator
Location
69 Winn Street, Burlington, MA, 01803
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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 Activities
Michael is an advisor and associate/employee at NEFPG, LLC, an independent RIA, dedicating about half of his time to operations, research, and service. He also spends about a quarter of his time providing client services for the RIA through a support company, NEFPG, LLC.
Employment History
Current Registrations
Nefpg
Raymond James Financial Services, INC.Broker
Previous Registrations
Wellesley Investment Advisors, INC.
Northern Lights Distributors, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Evergreen Investment Services, INC.Broker
State Registrations1 state
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