Advisor at Arlington Investment Advisors
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Firm
Arlington Investment Advisors
Location
Arlington, MA
Credentials
Series 63, Series 65
Industry experience
7 years
Michael Stern is a financial advisor at Arlington Investment Advisors in Arlington, MA, with seven years of industry experience. He holds the Series 63 and Series 65 designations and serves as the executive officer for Massinvestor, Inc., a publisher focused on the Venture Capital and Private Equity industry. Arlington Investment Advisors offers investment management and financial planning services to individuals, families, and small businesses, emphasizing long-term, index-oriented allocations primarily through ETFs. The firm manages most accounts on a non-discretionary basis and provides educational seminars and access to third-party managers for specialized portfolio diversification.
Based on Arlington Investment Advisors
Based on Arlington Investment Advisors
Financial Planning Services fee: $1,695 minimum
N/A - N/A: 0.65% annually for Personal Investment Assets N/A - N/A: 0.25% annually for Multiple Employee 401(k) or SEP Plans
Hourly fees generally range from $195 to $350 per hour for financial planning and consulting services
Account minimum: $350,000 Minimum fee: Financial Planning Services fee minimum of $1,695.00 Fee-only: Fixed fees for financial planning ($1,695 minimum) and hourly consulting fees ranging from $195 to $350 per hour
Arlington, MA
Massachusetts
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Real estate agent
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