Michael King is a CFA-designated registered investment advisor at Hb Wealth, based in Towson, MD, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 5,459 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
Fee Estimator
Location
1 West Pennsylvania Avenue, Suite 800, Towson, MD, 21204
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 Activities
Michael is a co-founder and board member of the Josie King Foundation, a non-profit organization, since 2002, dedicating minimal time. He is also a board member of Smart Patients, a for-profit company, dedicating minimal time.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Asset Strategy Consultants LLC
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
More Advisors
- Malgorzata Elashmawy, CFPHb Wealth
- Alexander Price, CFPHb Wealth
- Joel Houck, CFA, CFPHb Wealth
- Michael Mele, CFAHb Wealth
- Daniel Mento, CFAHb Wealth
- Joshua Rowe, CFAHb Wealth