MD
CFP
MD
CFP

Michael Doyle

23 Years of Experience
Bedford, NH

Michael Doyle is a CFP-designated registered investment advisor at The Harbor Group, INC., based in Bedford, NH, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 700 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
700 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $6.0M0.50%
$6.0M - $8.0M0.40%
$8.0M - $10.0M0.30%
$10M+0.20%

Fees are negotiable in limited circumstances. In no event will any client be charged in excess of 3.00% for investment management services.

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

331 South River Road, Bedford, NH, 03110

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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
The Harbor Group, INC.
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2022 · 3 yrs 8 mos
Strategic Advisers LLC
June 2008 - July 2018 · 10 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2008 - February 2022 · 14 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
June 2006 - December 2007 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
October 2002 - June 2006 · 3 yrs 8 mos
State Registrations1 state
NH
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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