Michael Robinson is a registered investment advisor at Atlas Brown, based in Louisville, KY, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 448 clients with $570M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The typical annualized fee is between 0.75% and 1.00% (may include breakpoints) depending upon the market value of the assets under management, the type of investment management services to be rendered, and the Family Office Services required by each client. The management fee is subject to negotiation and Atlas Brown may charge a lesser investment management fee in certain circumstances (e.g., discounted fees for employees).
Fee Estimator
Location
333 East Main Street, Suite 400, Louisville, KY, 40202-1259
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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 involved in real estate as a property manager and treasurer for 410 South First Corp. since 2016. This activity requires minimal time.
Employment History
Current Registrations
Atlas Brown
Previous Registrations
Hilliard Lyons Asset Management
State Registrations1 state
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