MC
MC

Michael Francis Cloutier

37 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
60 clients
Average Client Portfolio
$133K average
Assets Under Management
$8.0M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.50%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees may be discounted but will never be higher. A minimum annual fee of $50 applies, but in no case would the fee exceed 2% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$50
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Location

4890 E Scarlett St, Tucson, AZ, 85711

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2017
Award / Judgment
Employment History
Current Registrations
Clout INC. Advisors
August 2010 - Present · 15 yrs 6 mos
Previous Registrations
Cloutier, Michael F.
September 2009 - December 2009 · 3 mos
Regal Advisory Services, INC.
January 2009 - August 2011 · 2 yrs 7 mos
Regal Securities, INC.Broker
January 2009 - April 2011 · 2 yrs 3 mos
Synergy Investment Group, LLC
March 2006 - December 2008 · 2 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - November 2005 · 1 mo
Synergy Investment Group, LLCBroker
October 2005 - December 2008 · 3 yrs 2 mos
Sunamerica Securities, INC.Broker
June 1997 - October 2005 · 8 yrs 4 mos
Mariner Financial Services, INC.Broker
August 1993 - June 1997 · 3 yrs 10 mos
Portfolio Asset Mgt/usa Financial Group INC.Broker
December 1992 - November 1993 · 11 mos
Mariner Financial Services, INC.Broker
December 1991 - December 1992 · 1 yr
North American Management, INC.Broker
December 1990 - December 1991 · 1 yr
Pruco Securities CorporationBroker
February 1988 - October 1990 · 2 yrs 8 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.