Advisor at Pierre & Company LLC
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Firm
Pierre & Company LLC
Location
Marion, MA
Credentials
Series 63, Series 65
Industry experience
9 years
Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, MA. He holds Series 63 and Series 65 credentials and has nine years of industry experience, including seven years with Anchor Capital Advisors LLC prior to founding his current firm. In addition to managing client portfolios, he has made personal and partnership investments in early-stage private companies. Pierre & Company provides separately managed portfolio services primarily to individual clients, while also managing institutional assets. The firm employs a long-only, low-cost approach combining index funds with selected individual securities and fundamental research, and it offers treasury management advisory services focused on short-term fixed-income instruments.
Based on Pierre & Company LLC
Flat fee of $2,500/year for general Portfolio Management services
Minimum fee: Flat fee of $2,500/year for general Portfolio Management services
Marion, MA
Massachusetts
Pierre & Company, LLC
2019 - Present (7 years)
Anchor Capital Advisors LLC
2012 - 2019 (7 years)
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Other specialized services
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