ME
PFS
ME
PFS

Michael Eastham

15 Years of Experience
Maitland, FL
Sells Insurance

Michael Eastham is a PFS-designated registered investment advisor at Fellowship Financial Group, based in Maitland, FL, with 15 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. Their firm serves 466 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
466 clients
Average Client Portfolio
$326K average
Assets Under Management
$151.8M

Fee Structure

Planning is included in investment management (also available separately)

Fellowship Financial Group's fee for managing your investments ranges from 0.5% to 2.0% per year, depending on the size, type, and complexity of your account. The fee is calculated monthly based on the average daily balance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.

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Location

630 N Wymore Road, #304, Maitland, FL, 32751

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Michael is a CPA, PFS, tax preparer, and insurance agent. He owns MV Holdings LLC (a marketing services company), VME Properties LLC (a real estate holding company), and Fellowship Accounting & Tax, PLLC, dedicating minimal time to each.

Employment History
Current Registrations
Fellowship Financial Group
August 2010 - Present · 15 yrs 9 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
Michael Eastham - Financial Advisor | TrueAdvisor