Michael Balch
Michael Balch is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the sole partner of MB Thirteen, LLC (DBA NAV Capital), involved in consulting, keynote speaking, book sales, and general selling, dedicating a few hours per week. He also owns Mikey's Hell, LLC, a real estate venture.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Good Harbor Financial
Investment Planners, INC.Broker
Naples Asset Management CO., LLC
Naples Ais, INC.Broker
Janus Distributors LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Columbia Funds Distributor, INC.Broker
Bacap Distributors, LLCBroker
Stephens INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
National Financial Services CorporationBroker
Everen Securities, INC.Broker
Stanford Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nathan & Lewis Securities, INC.Broker
Tucker, Anthony & R. L. Day, INC.Broker
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.