Michael Mullin is a CFA-designated registered investment advisor at Claro Advisors INC., based in Boston, MA, with 19 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 999 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Claro Advisors charges a percentage of your portfolio's value each year for investment management. This fee ranges from 0.50% to 1.50% depending on the complexity of the services, the amount you invest, and your overall relationship with Claro. Fees are negotiable. Certain legacy clients are not subject to this fee range. The fee does not include brokerage and custody fees.
Location
535 Boylston Street, 8th Floor, Boston, MA, 02116
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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.
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Michael is the President and Owner of MEM Capital Advisors, a Registered Investment Advisor, since 2010. He dedicates minimal time to this outside business activity.
Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Mem Capital Advisors
Boston Research and Management, INC.
Jefferies Investment Advisers, LLC
Thomas Weisel Partners LLC
State Registrations1 state
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