Michael Deo is a registered investment advisor at Brandywine Financial Group, INC., based in Thompsons Station, TN, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 211 clients with $140M 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1M+ | 1.00% |
The same fee schedule applies to the discretionary management of digital assets. Fees are not negotiable.
Fee Estimator
Location
Thompsons Station, TN
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2015Other Business Activities
Michael is a Certified Public Accountant (CPA) and partner at BKC, CPAs, PC, an accounting practice, dedicating a few hours per week. He is also a trustee of the Peter & Mary Batey Irrevocable Trust, spending minimal time on this activity.
Employment History
Current Registrations
Brandywine Financial Group, INC.
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 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.