ME
CFA
ME
CFA

Michael Edwards

21 Years of Experience
North Andover, MA

Michael Edwards is a CFA-designated registered investment advisor at Hightower Advisors, LLC, based in North Andover, MA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1045 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

100 Andover Bypass Street, Suite 201, North Andover, MA, 01845

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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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Other Business Activities

Michael is a limited partner and editor for the New Hampshire sections of an online magazine, New England Sportsman Network, LLC, since 2000. This takes a few hours per week of his time and is not investment-related.

Employment History
Current Registrations
Hightower Advisors, LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Municrest Investment Management Company, LLC
January 2012 - November 2022 · 10 yrs 10 mos
Boston Hill Advisors, LLC
September 2006 - November 2023 · 17 yrs 2 mos
MML Investors Services, INC.
February 2005 - September 2006 · 1 yr 7 mos
State Registrations1 state
MA
Advisor

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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