Michael Halloran is a registered investment advisor at Access Fiduciary Services, LLC, based in Boston, MA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFS does not directly manage investments for individual participants. AFS selects the investment options available within the Pooled Employer Plans (PEPs). The fees are paid by the participating employers, not the individual participants.
Location
53 State Street, 23rd Floor, Boston, MA, 02109-2820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as an Investment Advisor Representative and Senior Vice President at Shepherd Kaplan LLC, dedicating full-time hours to providing investment advisory services. He spends nearly full-time hours specifically on securities trading.
Employment History
Current Registrations
Access Fiduciary Services, LLC
Shepherd Kaplan LLC
Previous Registrations
Access Fiduciary Services, LLC
State Registrations1 state
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