Michael Mcgrath is a registered investment advisor at Counterpoint Funds, based in Waltham, MA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Waltham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Counterpoint Funds
Northern Lights Distributors, LLCBroker
Northern Lights Distributors, LLC
Previous Registrations
Counterpoint Asset Management LLC
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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