Michael Slattery
Michael Slattery is a registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 31 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
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 acts in a fiduciary capacity for his mother, dedicating minimal time. He also operates Independence Square Advisors as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
Essex National Securities, INC.Broker
Spectrum Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.