Michael Simon is a registered investment advisor at Ndvr, based in Boston, MA, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 155 clients with $200M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and may be reduced for clients that are part of the same household. NDVR employees, stockholders, and members of their households typically receive services from NDVR at a discount from the standard rate or at no charge.
Fee Estimator
Location
24 Federal St., Boston, MA, 02110
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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 →Other Business Activities
Michael is an advisor to Thimble Point Acquisition Corp. II, a special purpose acquisition company, since June 2021. He spends minimal time on this activity, assisting with sourcing, negotiating, and providing business insights, similar to board members but without fiduciary obligations or decision-making capacity.
Employment History
Current Registrations
Ndvr
State Registrations1 state
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