Michael Marchetti is a registered investment advisor at Lakeview Financial Planning, based in Shirley, MA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 9 clients with $2.7M 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 $1000K | 0.80% |
| $1M+ | 0.80% |
Fees negotiable for accounts over $1,000,000. If a sub-advisor is engaged to execute its investment strategy for the plan, the sub-advisor’s fee is incorporated into the fee as noted in the above table.
Fee Estimator
Location
Shirley, MA
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 Activities
Michael manages numerous rental real estate properties and LLCs, dedicating minimal time to each, typically after business hours. He also dedicates about 10-20% of his time to Marchetti Industries LLC, a retail company.
Employment History
Current Registrations
Lakeview Financial Planning
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.