Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.30% to 1.75% annually, based on assets under management and service complexity. These fees are paid quarterly, in advance. Standalone financial planning fees range up to $10,000 for an initial plan, with ongoing planning billed quarterly up to $1,000. Targeted planning engagements are available at up to $500 per hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
13919 Carrollwood Village Run, Tampa, FL, 33618
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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 ActivitiesSells Insurance
Michael is a consultant for MDL Insurance Advisors, Inc. and owns rental real estate. He is also a financial advisor for Journey Strategic Wealth dba MDL Wealth Management, dedicating full-time hours to financial planning and investment management. Additionally, Michael is an independent insurance agent, spending a few hours per week providing insurance advice.