MR
MR

Michael Rainey

24 Years of Experience
Celebration, FL
Sells Insurance

Michael Rainey is a registered investment advisor at Rainey & Randall Wealth Advisors, INC., based in Celebration, FL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 332 clients with $920M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
332 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$918.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M0.95%
$2.0M - $5.0M0.75%
$5.0M - $7.5M0.50%
$7.5M - $10.0M0.35%
$10.0M - $25.0M0.25%
$25M+0.20%

Fees are negotiable within each tier based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

610 Sycamore Street, Suite 340, Celebration, FL, 34747

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael has been an independent insurance agent since 1990, selling insurance-related products. He spends minimal time addressing the needs of insurance clients.

Employment History
Current Registrations
Rainey & Randall Wealth Advisors, INC.
December 2001 - Present · 24 yrs 10 mos
State Registrations4 states
FLLANCTX
Advisor

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.
More Advisors