Michael Seymour
Michael Seymour is a registered investment advisor at Centaurus Financial, INC., based in Winter Haven, FL, with 37 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 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
799 Overlook Drive, Winter Haven, FL, 33884
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2023Regulatory
September 2022Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Michael is the owner of Retirement Consultants Inc. and Ingram Financial Group, Inc., and a managing member of Ingram Advisory Services, LLC, dedicating a few hours per week to each. He also works as a tax preparer, dedicating a few hours per week to this activity, and is an insurance agent through Ingram Financial Group, Inc.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Ingram Advisory Services, LLC
Previous Registrations
Investors Capital Advisory
Investors Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Allen & Company of Florida, INC.Broker
The Dreyfus Service CorporationBroker
Barnett Investments, INC.Broker
Key Investments INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Nylife Securities INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations18 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.