linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael John Chapman

WI Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael John Chapman

Michael Chapman is a registered Investment Advisor Representative with WI Partners, LLC. Michael has been in the industry since August of 2014. Michael's credentials include being a Chartered Financial Analyst. WI Partners, LLC is located in Boston, Massachusetts. WI Partners, LLC provides Portfolio Management for Pooled Investment Vehicles.

Firm Information

Michael Chapman is currently registered with WI Partners, LLC. WI Partners, LLC is an investment advisor based in . They have 2 investment advisor representatives and manage $17,350,000 in assets for 2 clients. The firm provides portfolio management services for pooled investment vehicles.

$17.35M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Chapman’s Registration & Firm History

MA

05/09/2023 - Present

WI Partners, LLC (BOSTON MA)

Not sure if Michael John Chapman is right for you?

Licenses & Designations

IA

Issued 03/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Chapman.
Not sure if Michael John Chapman is right for you?