Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are charged based on a flat percentage using account value. Clients who contracted with the Advisor prior to December 19, 2023, are grandfathered under a different fee schedule.
Fee Estimator
Financial planning fees range from $200-$400 per hour, plus a $250 setup fee and $50 monthly fee for ongoing services. Investment management fees are based on a percentage of assets under management. Clients who signed agreements prior to December 19, 2023, have a different fee schedule. Consultation fees range from $200-$400 per hour, with a $5,000 minimum for Delaware Statutory Trusts (DSTs).
Areas of Practice
Advisor Information
Office location
Cincinnati, OH
Get directionsRegulatory History (1)
Criminal
January 1972Other Business ActivitiesSells Insurance
Michael is the owner of an insurance brokerage, selling life, disability, and long-term care insurance, dedicating minimal time to this activity. He also works full-time as a registered investment advisor (RIA) at Rockport Wealth Advisors.