Michael Burchell
Michael Burchell is a registered investment advisor at Independence Square Holdings, LLC, based in Baltimore, MD, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
2 village square, suite 220, Baltimore, MD, 21210
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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 →Employment History
Current Registrations
Independence Square Holdings, LLC
Previous Registrations
Wpg Financial Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Cfg Capital Markets, LLCBroker
Wachovia Capital Markets, LLCBroker
Brown Advisory Securities, LLCBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
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.