Michael Boulton is a registered investment advisor at Financial Solutions, based in Mill Valley, CA, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.00% |
| $350K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
The fee structure may be changed at any time with 30 days written notice. The fee for accounts between $3,000,000 to $5,999,999 and $6,000,000 to $9,999,999 is the same as for accounts between $2,000,000 to $2,999,999.
Fee Estimator
Location
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Solutions
State Registrations1 state
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