MW

Michael Louis Wheeler

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
13 clients
Average Client Portfolio
$93K average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

The management fee is usually 1% of assets under management, but may be negotiated for large accounts. Fees may be larger for special operational or reporting requirements, or small accounts, but will not exceed 1.5%. There is a $30 fee for each buy/sell transaction. Aggregate client assets accepted for portfolio management begin at $100,000.00. Exceptions are considered.

Areas of Practice
Investment Management
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Advisor Information

Office location

Mount Dora, FL

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Regulatory 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.

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Employment History
Current Registrations
Wheeler & Mote, LLC
August 2006 - Present · 19 yrs 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.