MR
CFP
MR
CFP
Michael Reilly
36 Years of Experience
New York, NY
2 Disclosures
Michael Reilly is a CFP-designated registered investment advisor at Mint Asset Management LLC, based in New York, NY, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
68 clients
Average Client Portfolio
$831K average
Assets Under Management
$56.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Short Duration Income Strategy: 1.00% on any account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
165 Broadway, 23rd Floor, New York, NY, 10006
Get directionsHistory
Regulatory History (2)
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Regulatory
July 1998Final
Employment Separation After Allegations
January 1997Employment History
Current Registrations
Mint Asset Management LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Avalon
January 2016 - September 2024 · 8 yrs 8 mos
LPL Financial LLC
August 2010 - January 2016 · 5 yrs 5 mos
Unified Wealth Management, LLC
June 2009 - December 2009 · 6 mos
LPL Financial LLCBroker
January 2009 - December 2015 · 6 yrs 11 mos
LPL Financial Corporation
January 2009 - May 2009 · 4 mos
Securities America Advisors, INC.
January 1999 - May 2009 · 10 yrs 4 mos
Securities America, INC.Broker
January 1997 - February 2009 · 12 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
December 1993 - January 1997 · 3 yrs 1 mo
Allmerica Investments, INC.Broker
December 1989 - December 1993 · 4 yrs
State Registrations2 states
CTTX
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.