Michael Reynolds
Michael Reynolds is a CFP, ChFC-designated registered investment advisor at Chapin Davis Asset Management, based in Bala Cynwyd, PA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004
Get directionsHistory
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 a trustee for multiple special needs and irrevocable trusts, dedicating minimal time to one and about 10-20% of his time to the others. He also works as a sales agent for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Chapin, Davis
Chapin, DavisBroker
Chapin Davis Asset Management
Previous Registrations
Boenning & Scattergood, INC.Broker
1914 Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.