Michael Boone
Michael Boone is a CFP-designated registered investment advisor at Boone Wealth Advisors, LLC, based in Bellevue, WA, with 28 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 305 clients with $510M 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 - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable. Accounts subject to an income strategy are charged up to 0.45%.
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
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.
Exams
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