Michael Lombardi
Michael Lombardi is a CFP-designated registered investment advisor at Shorehaven Wealth Partners, LLC, based in Red Bank, NJ, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 372 clients with $450M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.60% |
The Firm's management fee is negotiable, depending on individual client circumstances. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), ShoreHaven Wealth Partners can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
188 East Bergen Place, Suite 202, Red Bank, NJ, 07701
Get directionsHistory
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 independent licensed insurance agent in New Jersey, selling accident & health or sickness, life, variable life, and variable annuity products. This activity is investment-related.
Employment History
Current Registrations
Shorehaven Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.