MS
MS

Michael Brent Shipley

1 Year of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $4.0M0.75%
$4M+0.60%

Fees are negotiable.

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

3573 East Sunrise Drive, Suite 209, Tucson, AZ, 85718

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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
Kinghorn Law | Financial
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.