Michael Mcfadden is a registered investment advisor at Castle Wealth Group, based in Mooresville, NC, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment advisory fee is no more than 1.50% of assets under management, billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined for reduced rates.
Fee Estimator
Location
131 Plantation Ridge Dr., St. 110, Mooresville, NC, 28117
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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 →Other Business Activities
Michael is a committee member for the Davidson Public Arts Committee, dedicating minimal time. He is also a board member for the Davidson Farmer's Market, spending a few hours per week, and a partner in Castle Wealth Group, LLC, a DBA for branding purposes.
Employment History
Current Registrations
Castle Wealth Group
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Fsc Securities CorporationBroker
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.
Exams
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