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Michael Otoole

Lanark Financial, INC.
43 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
View SEC Summary
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Michael Otoole is a registered investment advisor at Lanark Financial, INC., based in Palm Beach Gardens, FL, with 43 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.

Lanark Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
3,576 clients
Average Client Portfolio
$499K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3801 Pga Blvd, Suite 600, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lanark Financial, INC.
August 2015 - Present · 11 yrs 2 mos
Lanark Financial, INC.Broker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Jhs Capital Advisors, LLC
October 2014 - August 2015 · 10 mos
Jhs Capital Advisors, LLCBroker
October 2014 - August 2015 · 10 mos
RBC Capital Markets, LLCBroker
October 2009 - October 2014 · 5 yrs
RBC Capital Markets, LLC
October 2009 - October 2014 · 5 yrs
J. B. Hanauer & CO.
June 2003 - October 2009 · 6 yrs 4 mos
J. B. Hanauer & CO.Broker
March 1984 - October 2009 · 25 yrs 7 mos
Blinder, Robinson & Co.,inc.Broker
August 1983 - February 1984 · 6 mos
State Registrations17 states
ALCOCTDEFLGAMAMDMONCNJNYOHOKORTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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