Michael Costa is a CFA, CFP-designated registered investment advisor at Nextstep Portfolios LLC, based in Swampscott, MA, 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 Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Swampscott, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a 1099 contractor and Chief Investment Officer with Harvest Wealth Management. He also serves as a volunteer member of the advisory board for Lumiere Health International, a non-profit, in a non-executive and uncompensated role.
Employment History
Current Registrations
Nextstep Portfolios LLC
Previous Registrations
Commonwealth Financial Network
Paladin Advisors, LLC
State Registrations1 state
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