Michael Aragao
Michael Aragao is a registered investment advisor at M. W. Aragao Investment Advisors, LLC, based in Cumberland, RI, with 23 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. Their firm serves 596 clients with $42M 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 | 2.00% |
| $250K - $1000K | 1.30% |
| $1000K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are generally negotiable and may vary based on client circumstances or pre-arranged negotiations. Some accounts may be managed without a fee.
Fee Estimator
Location
2374 Diamond Hill Road, 3B, Cumberland, RI, 02864
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 has been an insurance agent selling insurance and providing tax preparation services since 2001. This is an investment-related activity.
Employment History
Current Registrations
M. W. Aragao Investment Advisors, LLC
Previous Registrations
Waddell & Reed, INC.
State Registrations1 state
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.