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Schreiber, Michael Alan (Wellesley Hills)


Schreiber, Michael Alan is a large advisory firm based in Wellesley Hills. It manages $235 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Louisiana, Massachusetts, and 3 other states.

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Schreiber, Michael Alan provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schreiber, Michael Alan: assets under management

The assets under management (AUM) of Schreiber, Michael Alan is $235 million. The firm's AUM has grown by 383% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $233 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $991.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schreiber, Michael Alan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wellesley Hills

The principal office where Schreiber, Michael Alan performs its advisory services is located at 10 Laurel Ave., Wellesley Hills, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-239-1180 or by fax (339) 686-3094. The normal business hours are 8am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.schreiberandassociates.com.


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