Michael Bronson is a registered investment advisor at Mb Financial Planning LLC, based in Richmond, RI, with 8 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 59 clients with $5.7M 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 $500K | 1.75% |
| $500K+ | 1.00% |
The annual fee will not exceed 3% of assets under management. If the calculated fee does exceed 3% AUM, then MBFP will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $250.
Fee Estimator
Location
Richmond, RI
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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.
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Michael is an instructor at Roger Williams University School of Justice Studies, teaching courses on financial crimes and pensions/retirement. He spends minimal time on this activity each month.
Employment History
Current Registrations
Mb Financial Planning LLC
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.