Michael
Shade
The De Burlo Group, Inc
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About this Advisor
Michael Shade is a chartered financial analyst operating out of Boston, Massachusetts with a total of 12 years of industry experience. Shade is currently employed by The De Burlo Group, Inc. During their career, Shade has held roles at Boston Financial Trust Advisors (155691) and The De Burlo Group, Inc. Shade maintains a Series 63 license, certifying them as a securities representative, and is registered to work in Massachusetts. The De Burlo Group, Inc is a registered investment business based in Boston, MA. It has $831 million in total assets among its 105 client accounts, making it one of the larger firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 105 customer accounts, 42% are held by high-net-worth clients who have at least $1 million in investable assets. The firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on which services the firm provides the client. However, fees billed by The De Burlo Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The De Burlo Group, Inc Brokerage Details
$830,780,000
8
105
$7,912,190
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Shade Work History
Michael has been registered as a financial advisor for 12 years.*
The De Burlo Group, Inc
Boston Financial Trust Advisors (155691)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Shade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The De Burlo Group, Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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