Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$930.0M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Location
11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Michael is a consultant to other RIAs and institutional investors on the financial services industry, practice management, and FinTech since January 2021. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Financial Consulate
December 2016 - Present · 9 yrs 2 mos
State Registrations4 states
FLMDPATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Mike and his wife Holly, a music teacher at Kingsville Elementary School, and Daughter Carrigan live in Fallston, Maryland. Mike is an avid outdoorsman and supporter of conservation which he pursues as the Chairman of theDucks UnlimitedMason Dixon chapter.