Michael Cappadona is a CFP-designated registered investment advisor at Seven Mile Advisory LLC, based in Foxborough, MA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 36 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual management fee for investment management services ranges up to 0.85% of assets under management, assessed quarterly in advance. Alternatively, clients may pay a fixed flat fee that typically increases by a 3% inflation adjuster annually.
Fee Estimator
Location
Foxborough, MA
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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 →Employment History
Current Registrations
Seven Mile Advisory LLC
Previous Registrations
Montis Financial, LLC
State Registrations1 state
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
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