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Michael David Reeves

Strategic Wealth Investment Group, LLC
13 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Strategic Wealth Investment Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
4,628 clients
Average Client Portfolio
$240K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Louisville, KY

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History

Regulatory History (1)
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Criminal
March 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an insurance agent for Carlson Financial, providing insurance quotes for life insurance and fixed indexed annuities since 2017. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Strategic Wealth Investment Group, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Strategic Wealth Investment Group, LLC
October 2018 - May 2022 · 3 yrs 7 mos
Global Financial Private Capital, LLC
May 2018 - October 2018 · 5 mos
Wealthremedy, LLC
May 2017 - December 2017 · 7 mos
Tower Square Securities, INC.
October 2004 - January 2010 · 5 yrs 3 mos
State Registrations5 states
COINOHTXVA
Advisor
Exams
No exam information available for this advisor.