MM
CFA
MM
CFA

Michael Mccarthy

19 Years of Experience
Atlanta, GA

Michael Mccarthy is a CFA-designated registered investment advisor at Shapiro Capital Management LLC, based in Atlanta, GA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 550 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
550 clients
Average Client Portfolio
$5.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Shapiro Capital Management (SCM) charges a percentage of your portfolio's value each quarter for investment management. The specific percentage depends on the investment strategy used and the amount invested. Fees are negotiable and may vary based on the size of the account and the complexity of the services. Clients may also pay fees to other advisors or wrap fee program sponsors.

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Location

3060 Peachtree Rd Nw, Ste 1555, Atlanta, GA, 30305-2236

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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.

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Employment History
Current Registrations
Shapiro Capital Management LLC
June 2006 - Present · 19 yrs 10 mos
State Registrations2 states
GATX
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.