Michael
Fothergill
Elm Partners Management LLC
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About this Advisor
Michael Fothergill is a financial advisor based in Philadelphia, Pennsylvania, working with Elm Partners Management LLC. Michael has previously held positions at Elm Partners Management, LLC, Ss&C Eze, and Connecticut College. Michael has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Elm Partners Management LLC, which operates out of Philadelphia, Pennsylvania. The firm has 1 office and 6 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Elm Partners Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elm Partners Management LLC Brokerage Details
$1,503,909,966
6
485
$3,100,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Michael Fothergill Work History
Elm Partners Management, LLC
Ss&C Eze
Connecticut College
Disclosures
Please visit the SEC profile of Michael Fothergill 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 Elm Partners Management LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
