Advisor at Hartwell & Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hartwell & Company
Location
St Joseph, MI 49085
Credentials
Series 65
Industry experience
1 year
Michael De Rosa is a financial advisor at Hartwell & Company with a Series 65 designation and one year of industry experience. His background includes over a decade in education and roles at Hartwell Wealth Management since 2022. Prior to his advisory career, he worked at South Haven/Covert KOA Kampground from 2018 to 2021. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm follows a fiduciary standard and employs a mix of investment strategies, including ETFs and mutual funds, with regular account monitoring and client reviews.
Based on Hartwell & Company
Fixed financial planning fees between $500 and $7,500.
$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
Commission-based compensation from insurance products and other activities through LPL Financial and insurance licenses.
Hourly financial planning fees between $300 and $500.
Fee-only: Financial planning fees: Fixed fees between $500 and $7,500; Hourly fees between $300 and $500.
800 Port St, Suite D
St Joseph, MI 49085
Michigan
Full-time Education
2024 - Present (2 years)
Full-time Education
2022 - 2024 (2 years)
Hartwell Wealth Management/Hartwell Financial
2022 - Present (4 years)
South Haven/Covert KOA Kampground
2018 - 2021 (3 years)
Full-time Education
2010 - 2022 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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