Michael Bolen
Michael Bolen is a registered investment advisor at United Brokerage Services INC, based in Arlington, VA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
5350 Lee Highway, Arlington, VA, 22207
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2003Employment Separation After Allegations
January 2003Other Business Activities
Michael owns and manages residential real estate since 2002, working from home. This requires minimal time each month.
Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
First Union Brokerage Services, INC.Broker
Mimlic Sales CorporationBroker
State Registrations27 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.