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Troy Hutchinson

33 Years of Experience
Roswell, GA
BrokerSells Insurance

Troy Hutchinson is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Roswell, GA, with 33 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
667 clients
Average Client Portfolio
$481K average
Assets Under Management
$320.5M

Fee Structure

Planning is included in investment management (also available separately)

MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.

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Location

904 Bombay Lane, Roswell, GA, 30076

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Troy is involved in multiple business activities, including selling life, health, disability, and fixed annuities since 2006. He also provides investment advisory services through MPWM Advisory Solutions LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Mpwm Advisory Solutions LLC
February 2019 - Present · 7 yrs 3 mos
LPL Financial LLC
December 2006 - Present · 19 yrs 5 mos
LPL Financial LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 1992 - December 2005 · 13 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
April 1992 - January 2002 · 9 yrs 9 mos
State Registrations7 states
FLGAILLAMTNCTX
AdvisorBrokerBoth

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.