Michael Lopes is a CFA-designated registered investment advisor at Estuary Financial LLC, based in North Falmouth, 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 Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
The asset-based fee is based on a blended tier. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual, as well as accounts within the same household.
Fee Estimator
Location
North Falmouth, MA
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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 →Employment History
Current Registrations
Estuary Financial LLC
State Registrations1 state
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