Michael Reynolds
Michael Reynolds is a registered investment advisor at Maverick Private Wealth LLC, based in Bradenton, FL, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8 clients with $6.6M 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 $5.0M | 1.50% |
| $5.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
Regulatory History (2)
Regulatory
September 2014Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Michael Reynolds holds a Florida State Insurance License and may occasionally recommend fixed annuities to clients. He dedicates minimal time to these recommendations, ensuring his primary focus remains on objective financial guidance.
Employment History
Current Registrations
Maverick Private Wealth LLC
Previous Registrations
Hedgeo Capital Advisors, LLC
First Sarasota Capital Advisors, LLC
Wellspring Wealth Management, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Wheat, First Securities, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations2 states
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.