Michael Harwood
Michael Harwood is a registered investment advisor at Private Client Services, LLC, based in Albemarle, NC, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
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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 is involved in several outside business activities, including serving on the Stanly County Airport Authority board, the CHS Stanly Advisory Council, and as SVP of Uwharrie Bank. He also manages investment accounts for Uwharrie Investment Advisors, is an official scorer for the Charlotte Hornets, and is Chairman of For Stanly, Inc., and has aircraft ownership.
Employment History
Current Registrations
Private Client Services, LLCBroker
Uwharrie Investment Advisors, INC.
Previous Registrations
Uvest Financial Services Group, INC.Broker
The Strategic Alliance 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.