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Miguel Tirado

15 Years of Experience
Boston, MA
Broker

Miguel Tirado is a registered investment advisor at John Hancock Personal Financial Services, LLC, based in Boston, MA, with 15 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32,545 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
32,545 clients
Average Client Portfolio
$61K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K0.50%
$50K - $100K0.40%
$100K - $250K0.30%
$250K+0.20%

For certain plans, the advisory fee shall be waived for the first ninety (90) days following enrollment in the Service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Berkeley Street, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
John Hancock Distributors LLCBroker
June 2021 - Present · 5 yrs 1 mo
John Hancock Distributors LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Transamerica Retirement Advisors, LLC
June 2017 - May 2021 · 3 yrs 11 mos
Transamerica Investors Securities CorporationBroker
April 2015 - May 2021 · 6 yrs 1 mo
Universal Financial Services INC.Broker
December 2008 - September 2009 · 9 mos
Signator Investors, INC.Broker
February 2004 - February 2006 · 2 yrs
Jefferson Pilot Securities CorporationBroker
August 2002 - September 2003 · 1 yr 1 mo
Washington Square Securities, INC.Broker
December 2000 - September 2001 · 9 mos
State Registrations2 states
FLMA
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.