Michael Self is a registered investment advisor at 1 Union Management, LLC, based in Redmond, WA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Redmond, WA
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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.
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Michael is a managing member of Stage.O Advisory Services LLC, a consulting business for start-up companies. He is also a managing member of Stage.O Management, LLC, an exempt reporting advisor.
Employment History
Current Registrations
1 Union Management, LLC
Previous Registrations
Lake Union Capital Management, LLC
State Registrations1 state
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