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% |
Accounts are subject to a minimum annual investment management fee of $8,000. Fees, account minimums and payment terms are negotiable in certain circumstances.
Fee Estimator
Location
100 Market Street, Suite 201, Portsmouth, NH, 03801
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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
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
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