Michael Leavy is a CFA-designated registered investment advisor at Integris Wealth Management, LLC, based in Monterey, CA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 355 clients with $810M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are subject to a minimum quarterly fee of $2,500 for the first tier ($10,000 annual minimum). Fees may be negotiable in some circumstances.
Fee Estimator
Location
435 Washington Street, Suite A, Monterey, CA, 93940
Get directionsHistory
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 Activities
Michael's spouse owns Foxy Couture, a retail sales business, and Michael spends about 10-20% of his time as an advisor to the business. He also serves as a director and treasurer for Harmony at Home, a non-profit organization, dedicating a few hours per week to this role.
Employment History
Current Registrations
Integris Wealth Management, 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
More Advisors
- Alexander Black, CFPIntegris Wealth Management, LLC
- Julie Roth, CFPIntegris Wealth Management, LLC
- Kevin Mahoney, CFPIntegris Wealth Management, LLC
- Allison Barrientos, CFPIntegris Wealth Management, LLC
- Katherine Woolever, CFPIntegris Wealth Management, LLC
- Antone Mercurio, CFPCommonwealth Financial Network