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Michael Bechtold

4 Years of Experience
New London, NH

Michael Bechtold is a registered investment advisor at Hager Investment Management Services, LLC, based in New London, NH, with 4 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 178 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
178 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$221.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M0.75%
$2.5M+0.50%

Fees are negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

280 Main Street, New London, NH, 03257

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hager Investment Management Services, LLC
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
NH
Advisor

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
No exam information available for this advisor.