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Michael Choniski

12 Years of Experience
Fairfield, CT

Michael Choniski is a registered investment advisor at Trendhaven Investment Management, LLC, based in Fairfield, CT, with 12 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 3 clients with $2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$664K average
Assets Under Management
$2.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable, reduced, or waived for certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fairfield, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael provides business planning and development services outside of his position at Trendhaven.

Employment History
Current Registrations
Trendhaven Investment Management, LLC
October 2013 - Present · 12 yrs 7 mos
State Registrations2 states
CTNY
Advisor

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.

Exams
No exam information available for this advisor.
Michael Choniski - Financial Advisor | TrueAdvisor