Michael Christy
Michael Christy is a registered investment advisor at Consortium Private Wealth LLC, based in Slidell, LA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 10 clients with $650K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consortium Private Wealth offers asset management services where they create and manage investment portfolios for clients. The annual fee will not exceed 2.00%, billed quarterly in advance. For clients utilizing third party managers, the maximum annual fee will not exceed 3.00%, which includes Consortium Private Wealth's fee of up to 2.00% and the third party manager's fee of up to 1.00%. Fees are negotiable.
Location
1000 Caruso Blvd, Ste 425, Slidell, LA, 70461
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2015Judgment / Lien
December 2013Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Michael is the Chairman/CEO of The Consortium, LLC, which is the same as the branch and investment-related. He sells fixed life insurance and group benefits, dedicating nearly full-time hours to this, with half of those hours spent on trading.
Employment History
Current Registrations
Consortium Private Wealth LLC
Previous Registrations
Ameritas Investment Company, LLCBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.