Michael Lasovage is a registered investment advisor at Rda Financial Network, based in Hilton Head, SC, with 38 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, Investment Management, Retirement Planning. Their firm serves 1,479 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RDA Financial Network manages client accounts for a percentage of the assets under management. The advisory fee ranges up to 2.05% annually, depending on the size and complexity of the account. The fee is normally charged quarterly, in advance, based on the value of the assets under management on the last day of the prior reporting period. RDAFN advisors may also charge a miscellaneous technology fee, not to exceed $150 per year, debited quarterly.
Location
Hilton Head, SC
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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.
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Michael is an attorney, successor trustee, tax preparer, and owner/lessor of rental property. These activities are primarily based in Hilton Head, SC and some are investment related.
Employment History
Current Registrations
Rda Financial Network
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
Equitas America, LLC
Equitas America, LLCBroker
Fsc Securities CorporationBroker
Linsco/private Ledger CORP.Broker
State Registrations4 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.