Richard Michaud is a registered investment advisor at New Frontier Advisors, LLC, based in Boston, MA, with 20 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 114 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Frontier Advisors offers investment management through various models. Fees vary depending on the model chosen, account size, and how you access the models:
- Sponsor Firm Model: Fees generally range from 0.10% to 0.35% per year.
- Direct Model: Fees will not exceed 0.45% per year.
- Friends and Family: Fees will not exceed 0.60% per year and are subject to negotiation.
- Custom Portfolios: Fees will not exceed 0.50% per year depending on the customization, tax services, and account size.
These fees do not include financial planning services or additional fees charged by your financial advisor, custodian, or broker.
Location
155 Federal Street, 10th Floor, Boston, MA, 02110
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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
Richard is a partner at Michaud Partners, LLP, which holds patents for Michaud optimization.
Employment History
Current Registrations
New Frontier Advisors, LLC
Previous Registrations
New Frontier Management Company, LLC
New Frontier Management Company, LLC
New Frontier Advisors, LLC
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.