Michael Quevedo is a registered investment advisor at Almanack Investment Partners, based in Wayne, PA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is an investor in Loop Internet, a privately held small fiber optic internet company, through Toz LLC. This activity requires minimal time.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Bfc Planning, INC.
Traynor Capital Management
Morgan Stanley
Citigroup Global Markets INC.
PNC Investments
Hilliard Lyons Asset Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.