Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable, up to 2% annually, based on the amount of assets managed, the scope and complexity of services, and the overall relationship. Financial planning fees range from $500 to $5,000, depending on the complexities involved. Hourly consulting fees range from $200 to $400 per hour, but may exceed $400 in certain circumstances.
Areas of Practice
Advisor Information
Office location
350 Leavell Circle, Montgomery, AL, 36117
Get directionsRegulatory History (3)
Customer Dispute
October 2021Regulatory
August 2016Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Michael owns MB Consulting, LLC, providing accounting services, dedicating about 10% of his time. He is also co-owner of Advanced Risk Management, a board member of Wind Drift HOA and Wynlakes Golf & Country Club, a member of AICPA to access their life insurance program, and an insurance agent selling insurance products, spending minimal time on these activities.