Advisor at Estuary Financial LLC
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Michael Lopes is a CFA® charterholder and the sole advisor at Estuary Financial LLC, with nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and a period as a stay-at-home parent. Estuary Financial specializes in discretionary portfolio management primarily for institutional and pooled accounts, while also providing financial planning, retirement advice, and pension consulting for plan sponsors. The firm emphasizes global diversification and risk management through a combination of fundamental, technical, and cyclical analysis, and offers educational workshops on personal finance and investing.
Based on Estuary Financial LLC
Based on Estuary Financial LLC
Financial planning fixed fees $1,500 to $5,000; Fixed fee $500 to $5,000 quarterly
$0 - $1,999,999: 1.0% annually $2,000,000+: 0.75% annually
$250 per hour, one-time (in arrears)
Minimum fee: Financial planning fixed fees range from $1,500 to $5,000 Fee-only: Financial planning fixed fees $1,500 to $5,000; Hourly fee $250 per hour; Fixed fee $500 to $5,000 quarterly
North Falmouth, MA
Massachusetts
Estuary Financial LLC
2016 - Present (10 years)
Stay at Home Parent
2016 - 2016 (1 year)
JPMorgan Chase Bank N.A.
2014 - 2016 (2 years)
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