ML
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:From $500
Hourly Rate:$150 - $250/hr
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Hilton Head, SC
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is an attorney, successor trustee, tax preparer, and owner/lessor of rental property. These activities are primarily based in Hilton Head, SC and some are investment related.
Employment History
Current Registrations
Rda Financial Network
October 2008 - Present · 17 yrs 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner Broker
July 2016 - December 2017 · 1 yr 5 mos
Cambridge Investment Research, INC.Broker
October 2008 - July 2016 · 7 yrs 9 mos
Equitas America, LLC
August 2006 - October 2008 · 2 yrs 2 mos
Equitas America, LLCBroker
June 2001 - October 2008 · 7 yrs 4 mos
Fsc Securities CorporationBroker
August 1995 - June 2001 · 5 yrs 10 mos
Linsco/private Ledger CORP. Broker
July 1987 - September 1995 · 8 yrs 2 mos
State Registrations4 states
MIOHSCTX
Advisor
Exams
No exam information available for this advisor.