Michael Leclerc is a CFP-designated registered investment advisor at Cmh Wealth Management, LLC, based in Portsmouth, NH, with 7 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, Insurance Planning, and 3 more. Their firm serves 326 clients with $810M 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 | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on unique situations such as aggregate related party portfolio size, family holdings, low-cost basis securities, or pre-existing relationships. Subject to an $8,000 minimum annual fee.
Fee Estimator
Location
100 Market Street, Suite 201, Portsmouth, NH, 03801
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 →Employment History
Current Registrations
Cmh Wealth Management, LLC
Previous Registrations
Scs Capital Management LLC
Lake Street Advisors
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.
Exams
More Advisors
- Rachael Bator, CFPCmh Wealth Management, LLC
- Karen Mccloskey, CFPCmh Wealth Management, LLC
- Spike Trueworthy, CFPWells Fargo Advisors
- Lance Prichard, CFPMorgan Stanley
- Karen Zaramba, CFPMercer Global Advisors INC.
- Brendon Canavan, CFA, CFPStifel, Nicolaus & Company, Incorporated