Michael Callahan is a registered investment advisor at Sachetta, LLC, based in Lynnfield, MA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 595 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sachetta, LLC charges a percentage of the assets they manage for you, plus a flat fee. The flat fee is based on how complex your financial situation is and is quoted specifically to each client. The minimum annual fee is $10,000, but this may be negotiable.
Location
600 Market Street, Suite 684, Lynnfield, MA, 01940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sachetta, LLC
Previous Registrations
Quest Financial Services, INC.
State Registrations3 states
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