Michael Mcmillan is a registered investment advisor at Citigroup Global Markets INC., based in Tampa, FL, with 10 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 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Private Bank, 3800 Citigroup Center Drive, Tampa, FL, 33610-9122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the CEO of Indulge Right Now LLC, a business that sells chocolate products at arts and craft fairs and farmer's markets, dedicating a few hours per week. He also owns Eagle Ray Investment LLC, which purchases real estate tax liens, dedicating minimal time to this activity.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
G.F. Investment Services, LLCBroker
State Registrations53 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.