Michael Coe
Areas of Practice
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Fees for planning and/or investment consulting services can be structured as an hourly rate or a fixed (flat) dollar fee.
- Hourly fees are generally charged up to $400 per hour.
- Investment consulting services may be assessed as an hourly rate, a fixed (flat) dollar, or a percentage of assets under advisement fee, not to exceed 2.25% of the value of assets.
Location
11911 NE 1st St Ste 312, Bellevue, WA, 98005
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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 ActivitiesSells Insurance
Michael is a notary public, spending minimal time notarizing paperwork for clients. He is also the CCO for Senior Financial Advisors, Inc., an outside RIA, dedicating a few hours per week, and an advisor for their DBA financial planning services, spending minimal time. Finally, Michael is an insurance agent selling life, health, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Senior Financial Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
Freeman Welwood & CO., INC.Broker
State Registrations14 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.