Michael Dorsey is a CFA, CFP-designated registered investment advisor at Boston Family Office LLC, based in Boston, MA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 342 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Boston Family Office calculates its fees as a percentage of the value of your investments. The fee is based on the market value of your portfolio at the end of each quarter. The fee is paid after the quarter is over.
Location
20 Custom House Street, Suite 700, Boston, MA, 02110
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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.
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Michael owns rental real estate through 114 Milton St LLC since 2019. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Boston Family Office LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Steward Partners Investment Advisory, LLC
Boston Advisors, LLC
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.