MC
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Michael Corrigan

36 Years of Experience
Sells Insurance

Michael Corrigan is a registered investment advisor at Harvest Investment Services, LLC, based in Oakbrook Terrace, IL, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,393 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,393 clients
Average Client Portfolio
$383K average
Assets Under Management
$534.2M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.80%
$50K - $100K2.75%
$100K - $250K2.50%
$250K - $500K2.25%
$500K - $750K2.00%
$750K - $1000K2.00%
$1.0M - $1.5M1.75%
$1.5M - $2.0M1.75%
$2.0M - $10.0M1.50%
$10M+1.50%

Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.

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

1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is involved in several outside business activities, including financial and estate planning consulting, rental properties, and serving as a commissioner for the Proviso Township Mental Health Commission. He also works with individuals and families providing life, health, and fixed annuities, and serves as Township Supervisor, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Harvest Investment Services, LLC
February 2014 - Present · 12 yrs 2 mos
Previous Registrations
Investment Advisors
February 2001 - July 2018 · 17 yrs 5 mos
Proequities, INC.Broker
September 1999 - July 2018 · 18 yrs 10 mos
The Concord Equity Group, LLCBroker
June 1998 - September 1999 · 1 yr 3 mos
Emissary Financial Group, INC.Broker
March 1998 - August 1998 · 5 mos
Money Concepts Capital CORPBroker
February 1994 - March 1998 · 4 yrs 1 mo
MML Investors Services, INC.Broker
January 1994 - February 1994 · 1 mo
Nylife Securities INC.Broker
September 1985 - January 1990 · 4 yrs 4 mos
State Registrations1 state
IL
Advisor

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.
Michael Corrigan - Financial Advisor | TrueAdvisor