Advisor at Single Point Partners
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Firm
Single Point Partners
Location
Boston, MA 02116
Credentials
CFP®, Series 65
Industry experience
12 years
Michelle Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Single Point Partners since 2023. Prior to joining Single Point, she worked at Ballentine Partners, LLC for nine years. She is a board member and Investment Committee member of the Maynard Education Foundation, where she helps approve grants and set investment objectives for the organization’s endowment. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and emphasizes a client-focused process that typically includes index-based ETFs alongside other investment vehicles, with a fee structure based on fixed annual fees rather than asset percentages.
Based on Single Point Partners
Based on Single Point Partners
Up to $2.0M - $2.0M: $7,500 annually $2.0M - $4.0M: $15,000 annually $4.0M - $8.0M: $25,000 annually $8.0M - $20M: $40,000 annually $20M - $50M: $50,000 annually $50M+: $75,000 annually
Minimum fee: Annual fixed dollar fee based on net worth; ranges from $7,500 to $75,000 annually depending on net worth Fee-only: Fees are fixed annual fees based on net worth; no commissions charged by Single Point Partners. Clients may pay additional fees to third-party managers separately.
277 Dartmouth Street, 4 Th Floor
Boston, MA 02116
Massachusetts
Single Point Partners
2023 - Present (3 years)
Ballentine Partenrs, LLC
2014 - 2023 (9 years)
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Insurance agent
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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