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Michael A. Schreiber & Associates, Inc. (Wellesley Hills)


Michael A. Schreiber & Associates, Inc. is a large advisory firm based in Wellesley Hills. It manages $326.39 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Louisiana, and 4 other states.

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Michael A. Schreiber & Associates provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael A. Schreiber & Associates: assets under management

The assets under management (AUM) of Michael A. Schreiber & Associates, Inc. is $326.39 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $318.38 million in discretionary accounts and $8.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.6 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael A. Schreiber & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wellesley Hills

The principal office where Michael A. Schreiber & Associates, Inc. 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 schreiberandassociates.com.


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