Michael Troxell is a registered investment advisor at Modern Financial Planning, based in Georgetown, TX, with 7 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $110M 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 $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Fees may be negotiable based on complexity or assets under management. Clients with less than $500,000 in assets may be charged a financial planning fee instead, which includes investment management at no additional cost.
Fee Estimator
Location
501 South Austin Avenue, Suite 1220-312, Georgetown, TX, 78626
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 is a sole proprietor at Michael Troxell, CPA, providing tax preparation services. This activity takes about 10% of his time and is not affiliated with MFP.
Employment History
Current Registrations
Modern Financial Planning
State Registrations2 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.