Michael Mckay is a CFP-designated registered investment advisor at Longview Wealth Management, based in Columbus, GA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,185 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LongView Wealth Management offers investment management services through wrap and non-wrap programs. Fees are negotiable and determined by the advisor based on factors like complexity and time required. Fees can be calculated using breakpoint, tier, or flat rate methods. The advisor may aggregate household accounts to help clients reach breakpoints for lower fees. Clients pay custodian fees and internal fund expenses in addition to advisory fees. Clients can terminate the agreement with a pro-rata refund.
Location
3901 Glenn Road Suite A, Columbus, GA, 31909
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 Activities
Michael works as a compensation consultant for Longview Wealth Management, dedicating minimal time. He is also the President of MBM Investments Inc. and a Member/Manager of MBM Holdings, LLC, which owns the office building rented by MBM Investments, Inc.
Employment History
Current Registrations
Longview Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
Financial Network CORP
Financial Network Investment CorporationBroker
State Registrations3 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.