Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFI and IARs are compensated for investment management via an annual asset-based advisory fee. Fees are negotiable and may differ among clients. Fees can be calculated on a tiered or flat rate schedule. The maximum advisory fee an IAR may charge is determined by CFI or the TPMM. In addition to the advisory fee, clients may incur custodial fees, transfer fees, internal fund fees, TPMM investment management fees, and other administrative fees.
Areas of Practice
Advisor Information
Office location
799 Overlook Drive, Winter Haven, FL, 33884
Get directionsRegulatory History (3)
Customer Dispute
October 2023Regulatory
September 2022Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Michael is the owner of Retirement Consultants Inc. and Ingram Financial Group, Inc., and a managing member of Ingram Advisory Services, LLC, dedicating a few hours per week to each. He also works as a tax preparer, dedicating a few hours per week to this activity, and is an insurance agent through Ingram Financial Group, Inc.