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Michael Patrick Bennett

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is the CEO of Crewe Capital, LLC, and a managing member of Pin High LLC. He also serves on the board of directors for Primeone Insurance Company, which provides insurance solutions, and dedicates minimal time to this role.

Employment History
Current Registrations
Crewe Advisors
November 2020 - Present · 5 yrs 3 mos
Crewe CapitalBroker
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Silber Bennett Financial, INC.Broker
January 2014 - July 2015 · 1 yr 6 mos
Orchard Securities, LLCBroker
May 2012 - January 2014 · 1 yr 8 mos
Ari Financial Services, INC.Broker
August 2010 - May 2012 · 1 yr 9 mos
Orchard Securities, LLCBroker
February 2008 - October 2010 · 2 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.