Michael Earl
Michael Earl is a CFP-designated registered investment advisor at The Wealth Group - Austin B. Colby & Associates, based in Eden Prairie, MN, with 16 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 1 more. Their firm serves 591 clients with $710M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Any household total portfolio that is <$1,000,000 can be charged up to 1.95%. Fees are negotiable.
Fee Estimator
Location
14850 Scenic Heights Road, Suite #100, Eden Prairie, MN, 55344
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 serves as a Deacon at Emmaus Road Reformed Church, helping with oversight of church finances. He dedicates a few hours per week to this role.
Employment History
Current Registrations
The Wealth Group - Austin B. Colby & Associates
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Proequities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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