Michael Flanagan
Michael Flanagan is a registered investment advisor at Abridge Partners, LLC, based in Kennett Square, PA, with 32 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 120 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.20% |
The total managed account fee will include Abridge Partners’s tiered fee as outlined in the fee schedule (negotiable), plus a model manager and platform fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable). There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. For portfolio values less than $1.5 million, clients may be able to obtain comparable services at a lower cost elsewhere. Quarterly performance reports are available for an additional fee of $1,500 per year for accounts below $1.5 million. All fees and minimums are negotiable at our sole discretion.
Fee Estimator
Location
Kennett Square, PA
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Regulatory History
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 affiliated with RIA/Abridge Partners, LLC, providing financial plans for a fixed fee or hourly rate, dedicating about 10-20% of his time. He also sells non-variable life insurance and fixed annuities through FFR and Safe Harbor, respectively, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Abridge Partners, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial Corporation
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Ffr Advisory
Fsc Securities CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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