Michael Quinn
Michael Quinn is a CFP, ChFC-designated registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 20 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, Education Planning, and 7 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable. Pension consulting has a separate asset-based fee schedule ranging from 1.00% down to 0.50%.
Fee Estimator
Location
300 Tradecenter, Suite 5700, Woburn, MA, 01801
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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 is an insurance broker, appointed with outside carriers to broker non-registered insurance products, and operates under the DBA Quinn Wealth Strategies, LLC to sell New York Life products and services. He also volunteers on the Waltham Boys & Girls Club Finance Committee, consulting on the club's finances; these activities take minimal time.
Employment History
Current Registrations
Alta Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 states
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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