Michael Guthrie is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,364 clients
Average Client Portfolio
$812K average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
225 Water St, Suite C210, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2003Denied
Employment History
Current Registrations
Shp Wealth Management, LLC
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2020 - October 2023 · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - October 2023 · 3 yrs 7 mos
Citizens Securities, INC.Broker
January 2018 - February 2020 · 2 yrs 1 mo
Citizens Securities, INC.
January 2018 - February 2020 · 2 yrs 1 mo
Russell Investments
August 2014 - January 2017 · 2 yrs 5 mos
Russell Investments Financial Services, LLCBroker
June 2014 - January 2017 · 2 yrs 7 mos
Strategic Advisers, INC.
April 2013 - June 2014 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
March 2013 - June 2014 · 1 yr 3 mos
Blackrock Investments, LLCBroker
September 2006 - November 2012 · 6 yrs 2 mos
Blackrock Financial Management, INC
May 2006 - January 2013 · 6 yrs 8 mos
Blackrock Capital Management, INC.
July 2005 - May 2006 · 10 mos
State Street Research Investment Services, INC.Broker
June 2004 - October 2006 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - June 2004 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
March 1998 - December 2002 · 4 yrs 9 mos
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.