Michael Broderick is a registered investment advisor at Turtair Capital Advisors, based in Zionsville, IN, with 18 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 27 clients with $92M 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 $10.0M | 1.00% |
| $10M+ | 0.75% |
If clients have balances below $1 million, there could be a minimum fee of $5,000-10,000. In certain negotiated circumstances, MCC Financial Advisors may include financial planning along with investment management services, at no additional cost.
Fee Estimator
Location
Zionsville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Turtair Capital Advisors
Previous Registrations
Credit Suisse Securities (USA) LLC
State Registrations1 state
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