Michele Cropley is a registered investment advisor at Armstrong Advisory Group INC., based in Needham, MA, with 19 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Location
144 Gould St, Suite 210, Needham, MA, 02494
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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
Michele is a yoga instructor at Muscle Matters, dedicating a few hours per week to this activity. She also volunteers as a Merit Badge Counselor for the Boy Scouts of America a couple of times per year.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Voya Retirement Advisors, LLCBroker
State Street Capital Markets, LLCBroker
Keyport Financial Services CORP.Broker
State Registrations1 state
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