MK
CFP
MK
CFP

Michael Krisko

23 Years of Experience
Wakefield, MA
1 DisclosureBrokerSells Insurance

Michael Krisko is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Wakefield, MA, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

500 Edgewater Drive, 511A, Wakefield, MA, 01880

Get directions

History

Regulatory History (1)
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Criminal
February 2001
Final Disposition
Other Business ActivitiesSells Insurance

Michael owns Michael Krisko, Inc., receiving assets for securities and insurance business. He also engages in fixed insurance sales, both conducted at the branch location and investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
November 2013 - Present · 12 yrs 11 mos
Commonwealth Financial Network
October 2013 - Present · 13 yrs
Commonwealth Financial NetworkBroker
October 2013 - Present · 13 yrs
Previous Registrations
Ameriprise Financial Services, INC.
June 2013 - October 2013 · 4 mos
Ameriprise Financial Services, INC.Broker
October 2003 - October 2013 · 10 yrs
State Registrations7 states
CTFLINMAMENCNH
AdvisorBrokerBoth

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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