Michael Najarian
Michael Najarian is a registered investment advisor at Najarian Financial LLC, based in Braintree, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 108 clients with $42M 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 | 1.00% |
Fees are negotiable. If NF directs clients to third-party investment advisors, NF will receive its standard fee in addition to the third-party advisor's fee. For Flexible Plan Investments, the total fee is 2.00%. For Advisors Capital Management, the total fee is 1.65%.
Fee Estimator
Location
420 Washington Street, Suite 401, Braintree, MA, 02184
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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 a licensed independent life insurance agent since 2012, dedicating minimal time to this activity. He also works as a musician, provides accounting and tax preparation services, and consults on investor materials for Crowd Lending Inc., spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Najarian Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.