Michael Mcleod is a CFP-designated registered investment advisor at The Fiduciary Group, based in Savannah, GA, with 19 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $1.7B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
Fees are negotiable in certain circumstances. Advisory fees for certain family members are discounted or waived.
Fee Estimator
Location
310 Commercial Drive, Savannah, GA, 31406-3682
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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 →Employment History
Current Registrations
The Fiduciary Group
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations2 states
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