Michael Barranco is a registered investment advisor at Invista Advisors, based in Montgomery, AL, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 706 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invista Advisors manages investments for a percentage of the portfolio's value. The annual rate is negotiable up to 2% and generally follows this schedule:
- Up to $500,000: Up to 2.00%
- $500,001 to $1,000,000: Up to 1.75%
- $1,000,001 to $5,000,000: Up to 1.50%
- More than $5,000,000: Up to 1.00%
Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship.
Location
350 Leavell Circle, Montgomery, AL, 36117
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2021Regulatory
August 2016Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Michael owns MB Consulting, LLC, providing accounting services, dedicating about 10% of his time. He is also co-owner of Advanced Risk Management, a board member of Wind Drift HOA and Wynlakes Golf & Country Club, a member of AICPA to access their life insurance program, and an insurance agent selling insurance products, spending minimal time on these activities.
Employment History
Current Registrations
Invista Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
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.