Alisdair Micheli
Alisdair Micheli is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Havertown, PA, with 23 years of industry experience. Alisdair is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Havertown, PA
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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Missionsquare Retirement
Tiaa-Cref Individual & Institutional Services, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations8 states
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
More Advisors
- Francis Barbieri, CFPMissionsquare Wealth Management
- Bruce Cooke, CFPLPL Financial LLC
- Brendan Mcpoyle, CFPPrinceton Global Asset Management LLC
- Jana Fong, ChFCState Farm Investment Management CORP.
- Shayna Harvey, CFP, ChFCJecohen & CO., LLC
- Patrick Brough, ChFCEagle Strategies LLC