M. W. Aragao Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
M.W. Aragao Investment Advisors provides personalized financial planning and ongoing portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates as a fee-only adviser and generally charges a percentage-of-assets-under-management for discretionary portfolio management.
The firm uses a strategic asset-allocation, core-and-satellite approach that emphasizes passive index funds and ETFs as the core and adds active managers where deemed appropriate; suitability profiles document clients’ goals, tax considerations and risk tolerance. Its analytic methods include charting, fundamental, technical, cyclical and quantitative analysis, and it may include instruments such as options, leveraged ETFs, short sales and margin in portfolio construction.
M.W. Aragao is run as a solo-practitioner advisory practice that manages roughly 653 client accounts and about $46.9 million in discretionary assets, resulting in a higher-than-typical client load per advisor compared with peers. The firm accepts no commissions or performance-based fees, requires clients to direct brokerage (recommending TD Ameritrade), bills in arrears, and provides regular custodial account reporting.
Client services
Expertise
Fee options
$0 - $249,999: 2.00% annually $250,000 - $999,999: 1.30% annually $1,000,000 - $2,999,999: 1.25% annually $3,000,000 - $9,999,999: 1.00% annually $10,000,000+: 0.90% annually
Hourly charges mentioned in Form ADV Part 1, but not detailed in brochure
Fee-only: Fee-only, no commissions accepted
Main office
2374 Diamond Hill Road, 3 B
Cumberland RI 02864
Advisors at this office
1
Most active in
Rhode Island
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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