AM
CFP
AM
CFP

Alisdair R Micheli

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

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

Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Missionsquare Retirement
January 2017 - Present · 9 yrs 1 mo
Missionsquare Investment ServicesBroker
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2006 - July 2008 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
July 2002 - August 2006 · 4 yrs 1 mo
State Registrations5 states
CADCFLMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.