Michael Perreault
Michael Perreault is a registered investment advisor at Capital Wealth Management, LLC, based in West Warwick, RI, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 628 clients with $1B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fee Estimator
Location
1300 Division Road, Suite 205, West Warwick, RI, 02893
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 is a shareholder in Iselann-Moss Industries, a manufacturing business, dedicating about 10-20% of his time to accounting and business management. He also owns and leases professional office space through Jakal LLC and a manufacturing facility through Slater Realty LLC, spending minimal time on each.
Employment History
Current Registrations
Capital Wealth Management, LLC
State Registrations2 states
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.