Michael Mcintosh
Michael Mcintosh is a CFA-designated registered investment advisor at Argonautica Private Wealth Management, INC, based in Wellesley, MA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 121 clients with $510M 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 | 1.50% |
Maximum annual advisory fee for Equity/Balanced investment strategy is 1.50%. Maximum annual advisory fee for Fixed Income investment strategy is 1.30%. Fees may be based on cumulative household assets under management.
Fee Estimator
Location
57 River Street, Suite 202, Wellesley, MA, 02481
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 Activities
Michael is an unpaid trustee for the Stanton Condominium Trust, his primary residence's condominium, since January 2024. This requires minimal time.
Employment History
Current Registrations
Argonautica Private Wealth Management, INC
Previous Registrations
Baldwin Wealth Partners, LLC
Klr Investment Advisors, LLC
Financial Life Advisors
Financial Life Advisors
Heritage Financial Services, LLC
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.