Michael Pierce
Michael Pierce is a registered investment advisor at 65 and Sunny! Registered Investment Advisors, LLC, based in Bedminster, NJ, with 17 years of industry experience. Their practice areas include Federal Employees, Retirement Planning. Their firm serves 5 clients with $2M 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 $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Commissionable assets are credited towards fee-based breakpoints.
Fee Estimator
Location
90 Washington Valley Road, Bedminster, NJ, 07921
Get directionsHistory
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 ActivitiesSells Insurance
Michael is an insurance agent selling life, health, and fixed annuities. He operates concurrently during business hours, and frequently evenings and weekends, utilizing risk management techniques for individuals and families in conjunction with overall financial and retirement planning.
Employment History
Current Registrations
65 and Sunny! Registered Investment Advisors, LLC
Previous Registrations
Bedrock Capital, LLC
Bedrock Capital, LLC
State Registrations1 state
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.