Michael Houghton is a registered investment advisor at Newedge Advisors, based in newburyport, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
7 Prince Place, Suite 202, newburyport, MA, 01950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Brandt Wealth Advisors as a DBA for his LPL business and spends full-time hours on it. He also provides investment advisory services through NewEdge Advisors, LLC, dedicating full-time hours to this activity as well. Michael also has FP Focus LLC, a business entity for tax/investment purposes, taking about 10-20% of his time.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Flagship Harbor Advisors, LLC
State Registrations4 states
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