Michael Lossing
Michael Lossing is a CFP-designated registered investment advisor at Ironwood Investment Counsel, LLC, based in Scottsdale, AZ, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 554 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable at Ironwood Investment Counsel's discretion.
Fee Estimator
Location
6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85250
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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 →Employment History
Current Registrations
Ironwood Investment Counsel, LLC
Previous Registrations
Stoker Ostler Member Harris Wealth Advisors
Inlign Advisers, LLC
State Registrations2 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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