Michael Douglass is a registered investment advisor at Fsp Advisors, INC., based in Rochester, NY, with 25 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, Investment Management, Retirement Planning. Their firm serves 233 clients with $33M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
900 Jefferson Road, Suite 301, Rochester, NY, 14623-3238
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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 owns a CPA firm since 2006, dedicating about a quarter to full-time hours per week. He also owns rental real estate, spending a few hours per week, and sells fixed insurance and annuities, dedicating minimal time. Michael is also an Investment Advisor Representative with FSP Advisors, Inc.
Employment History
Current Registrations
Fsp Advisors, INC.
Leigh Baldwin & CO., LLCBroker
Previous Registrations
1st Global Capital CORP.Broker
State Registrations5 states
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