Michelle Harrison is a CFP-designated registered investment advisor at Single Point Partners, based in Boston, MA, with 12 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 201 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
277 Dartmouth Street, 4th Floor, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a board member of the Maynard Education Foundation (MEF) since August 2022, where she approves grants and sets investment objectives as part of the Investment Committee. This activity does not occur during securities trading hours.
Employment History
Current Registrations
Single Point Partners
Previous Registrations
Ballentine Partners
State Registrations1 state
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