Michael Boone
Michael Boone is a CFP-designated registered investment advisor at Boone Wealth Advisors, LLC, based in Bellevue, WA, with 39 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 309 clients with $640M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts over $5,000,000. Advisory fee of up to 0.45% for accounts subject to Boone Wealth Advisors’ income strategy. Fees are negotiable in certain circumstances for legacy clients, employees, and their family members.
Fee Estimator
Location
500 108th Ave Ne, Suite 1840, Bellevue, WA, 98004
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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 involved in several outside business activities. These include an independent insurance agency (non-variable insurance), a non-profit charity (R120), MWBoone and Associates LLC (DBA for LPL business and registered investment advisor), MWBoone Creates LLC (photography, writing, other creative projects), and Fidelitas Wines, LLC (winery).
Employment History
Current Registrations
Boone Wealth Advisors, LLC
Previous Registrations
Boone Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
Painewebber IncorporatedBroker
National Securities CorporationBroker
First Investors CorporationBroker
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.