Michael Sloan is a registered investment advisor at Fmsa, based in Delray Beach, FL, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M 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 | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
Delray Beach, FL
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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 an independent insurance agent, spending nearly full-time on this activity. He also sells legal plans for Legalshield (a few hours per week), refers clients for cost segregation work (minimal time), and arranges real estate financing for Issachar Capital (about 10-20% of his time).
Employment History
Current Registrations
Fmsa
Previous Registrations
Portfolio Medics, LLC
Elite Investment Team LLC
Change Path LLC
Change Path LLC
Brookstone Capital Management LLC
Horter Investment Management, LLC
Patriot Investment Advisors, LLC
Keystone Capital Corporation
Regal Investment Advisors LLC
Multi-Financial Securities Corporation
Usallianz Securities, INC.
Hornor, Townsend & Kent, INC.
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.