Michael Connolly is a registered investment advisor at East Coast Asset Management, LLC, based in Essex, MA, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 203 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.75% to 1.0% per year. Some legacy clients have other fee arrangements. Institutional clients have a tiered fee schedule: $15M-$30M: 0.70%, Next $15M: 0.60%, Next $15M: 0.55%, Over $60M: 0.50%. All fees are negotiable.
Fee Estimator
Location
16 Martin Street, P.O. Box 566, Essex, MA, 01929
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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 →Employment History
Current Registrations
East Coast Asset Management, LLC
State Registrations2 states
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