MP
MP

Michael James Purcell

24 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
16,135 clients
Average Client Portfolio
$449K average
Assets Under Management
$7.3B

Fee Structure

Financial Planning:Investment management only
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Location

Winnetka, IL

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History

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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Other Business Activities

Michael is a member of Jupiter Management LLC, a family business. This activity is not investment-related.

Employment History
Current Registrations
Confluence Investment Management LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Manning & Napier Investor Services, INC.Broker
May 2010 - August 2017 · 7 yrs 3 mos
Manning & Napier Advisors, LLC
May 2010 - August 2017 · 7 yrs 3 mos
Manning & Napier Advisory Advantage Company, LLC
May 2010 - December 2013 · 3 yrs 7 mos
Legg Mason Investor Services, LLCBroker
June 2009 - April 2010 · 10 mos
Brandywine Global Investment Management, LLC
June 2000 - April 2010 · 9 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.