Michael Mccann is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Phoenix, AZ, with 23 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, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 4,857 clients with $4.1B 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.
Fee Estimator
Location
1440 E Missouri Ave, Suite 250, Phoenix, AZ, 85014
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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 the Chairman of the Board of Directors for Friends and Supporters of Troop 30 Inc (FAST 30) and a Board Member/Volunteer for SEEDS for Autism, Inc, dedicating minimal time to each. He also works as a tax preparer under Perspective Financial Services, spending minimal time on this activity.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Perspective Financial Services LLC
State Registrations3 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.
Exams
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