Michael Trombley
Michael Trombley is a registered investment advisor at Trombley Wealth Management, based in Wilbraham, 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 209 clients with $70M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Fees charged by Trombley Associates generally do not exceed 1.25%, fees charged by Third Party Money Managers generally do not exceed 1.10%. The total fee charged is based on the scope and complexity of an account as well as the amount of time or expertise required. The total combined fee will not exceed 2%.
Fee Estimator
Location
2022 Boston Road, Wilbraham, MA, 01095
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 operates his LPL business through Trombley Associates and provides investment advisory services through Ray Trombley Associates, LLC, spending about half his time on the latter. He also has several business entities for tax/investment purposes and owns a commercial building for rental income, dedicating minimal time to these activities, and sells non-variable insurance.
Employment History
Current Registrations
Trombley Wealth Management
LPL Financial LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
State Registrations17 states
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