Michael Kurkulonis
Michael Kurkulonis is a registered investment advisor at Claro Advisors INC., based in Worcester, MA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,123 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees range from 0.50% to 1.50% based on complexity, asset level, and services. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
328 Shrewsbury St, Suite 250, Worcester, MA, 01604
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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 →Other Business ActivitiesSells Insurance
Michael works as an IAR at Claro Advisors LLC, dedicating full-time hours to this role. He is also a life and disability insurance agent for Creative Marketing Corporation, spending a few hours per week on this activity.
Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Morgan Stanley
State Registrations1 state
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
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