Michael Puckett is a CFA-designated registered investment advisor at Resolute Wealth Strategies, LLC, based in Jackson, MS, with 10 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 2 more. Their firm serves 287 clients with $320M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
4400 Old Canton Road, Suite 210, Jackson, MS, 39211
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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 →Other Business Activities
Michael is a 20% owner of LM Squared Property LLC, a property holding company, and Timeless Medial Aesthetics LLC, a medical aesthetics company. These activities are not investment-related.
Employment History
Current Registrations
Resolute Wealth Strategies, LLC
Previous Registrations
Coker & PalmerBroker
Coker & Palmer
Camellia Group, L.L.C.
State Registrations1 state
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