Michael Mccamy
Michael Mccamy is a registered investment advisor at Holistic Wealth Advisors, based in Clifton Park, NY, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 654 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HWA provides ongoing investment advice and management for assets in client accounts. The maximum annual advisory fee is 1.50% for advisor-managed non-wrap accounts. In limited cases, HWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 1.50% of the assets under management. Fees are negotiable. Clients also pay transaction charges to the broker-dealer, not HWA.
Location
5 Southside Drive, Suite 204, Clifton Park, NY, 12065
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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 operates Holistic Wealth Advisors as a DBA for his LPL business and provides investment advisory services through Holistic Wealth Advisors, LLC, an independent RIA. He also works as a non-variable insurance agent and operates Stratos Wealth Partners as a DBA for his LPL business, dedicating about a quarter of his time to the advisory business and a few hours per week to insurance.
Employment History
Current Registrations
Holistic Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Capital Financial Planning, LLC
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.Broker
State Registrations11 states
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