Michael Radakovich
Michael Radakovich is a CFP, ChFC-designated registered investment advisor at Consolidated Portfolio Review CORP, based in Portland, OR, 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 Financial Planning & Coaching. Their firm serves 4,821 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consolidated Portfolio Review (CPR) offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on the amount of your portfolio and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure will be outlined in your Investment Advisory Agreement.
Here are the maximum annual advisory fees CPR permits:
Threshold Billing *When your account balance meets the next threshold level, the fee reflected is charged on the entire account balance
- $0 - $249,999: 2.75%
- $250,000 - $499,999: 2.65%
- $500,000 - $999,999: 2.50%
- $1,000,000 & Up: 2.40%
Tiered Billing *Each tier is calculated independently and is not based on entire account balance
- $0 - $100,000: 2.50%
- $100,001 - $250,000: 2.25%
- $250,001 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,000,000: 1.50%
- $2,000,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 & Up: 0.75%
The minimum annual management fee is $90.00.
Location
3601 SW Multnomah Blvd., Portland, OR, 97219
Get directionsHistory
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 sells fixed annuities and life insurance since 1987, dedicating minimal time to it. He is also the owner of Summit Advisors LLC, working as a fee-based financial advisor full-time, and is involved in several trusts and a property LLC.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
LPL Financial LLCBroker
Summit Financial Advisors, LLC
Mutual Service CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Royal Alliance Associates, INC.Broker
First Investors CorporationBroker
Fahnestock & CO., INC.Broker
Fahnestock International INC.Broker
State Registrations3 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.