Michael
Simon
Ndvr
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About this Advisor
Michael Simon is a financial advisor operating out of Boston, Massachusetts who has 2 years of relevant experience. Simon works at Ndvr. Over the course of their career, they have held roles at Ndvr, Inc, War Paint, LLC and Logmein, Inc. Simon holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Massachusetts. Ndvr is an advisory business that has its headquarters in Boston, MA. It oversees $107 million in assets under management among its 69 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 69 accounts, 70% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on the financial services. However, fee types billed by Ndvr most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ndvr Brokerage Details
$107,000,000
50
69
$1,550,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Simon Work History
Michael has been registered as a financial advisor for 2 years.*
Ndvr, Inc
War Paint, LLC
Logmein, Inc
Logmein, Inc
*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 Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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