Mark Michna is a CFA-designated registered investment advisor at Sightline Wealth Advisors, LLC, based in Groton, CT, with 2 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 290 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sightline Wealth Advisors charges a percentage of the value of your investments on a quarterly basis. The annual fee ranges from 0.4% to 0.95% depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. There is a $2,500 minimum annual fee.
Location
495 Gold Star Highway, Suite 100, Groton, CT, 06340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sightline Wealth Advisors, LLC
State Registrations1 state
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