Michael Self is a registered investment advisor at 1 Union Management, LLC, based in Seattle, WA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees are negotiable at the discretion of the firm.
Fee Estimator
Location
2633 Eastlake Ave E #202, Seattle, WA, 98102
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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 is a managing member of Stage.O Advisory Services LLC, a consulting business for start-up companies. He is also a managing member of Stage.O Management, LLC, an exempt reporting advisor.
Employment History
Current Registrations
1 Union Management, LLC
Previous Registrations
Lake Union Capital Management, LLC
State Registrations1 state
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
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