Michael Perna is a CFA-designated registered investment advisor at Flying Point Advisors, based in Freeport, ME, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 17 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Freeport, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Managing Member and CPA at Flying Point Advisors, providing business consulting, accounting, and tax planning services since 2021. He spends about 10-20% of his time on these activities during trading hours, and is adding investment management services to the overall offering.
Employment History
Current Registrations
Flying Point Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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