Michelle Lum is a CFP-designated registered investment advisor at Single Point Partners, based in Boston, MA, with 6 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 201 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
277 Dartmouth Street, 4th Floor, Boston, MA, 02116
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Regulatory History
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Current Registrations
Single Point Partners
State Registrations1 state
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