Michael Ferrie is a registered investment advisor at Bountiful Investment Management LLC, based in Rumford, RI, with 2 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 730 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees charged by Bountiful Investment Management include the fees charged by the Sub-Adviser. Bountiful Investment Management receives a portion of the fee charged by the sub-adviser.
Fee Estimator
Location
225 Newman Ave, Suite 303, Rumford, RI, 02916
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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
Bountiful Investment Management LLC
Previous Registrations
Ae Wealth Management, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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