MA
CFP
MA
CFP

Michael Lavere Allred

6 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
88 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$174.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
Up to $1.0MIncluded
$1.0M - $5.0MIncluded
$5M+Included
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,200
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Location

43 W 23rd Street, Fl 2, New York, NY, 10010

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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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Employment History
Current Registrations
Secfi Advisory Limited
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Facet
October 2022 - May 2024 · 1 yr 7 mos
Hamilton Wealth Management
December 2019 - February 2021 · 1 yr 2 mos
Avantax Advisory Services
June 2018 - December 2019 · 1 yr 6 mos
Avantax Investment Services, INC.Broker
June 2018 - December 2019 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
August 2016 - February 2017 · 6 mos
State Registrations5 states
CAMANYTXWA
Advisor
Exams
No exam information available for this advisor.