Michael Reeves
Michael Reeves is a registered investment advisor at Strategic Wealth Investment Group, LLC, based in Dallas, TX, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,900 clients with $1.4B 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on services requested and engagement complexity. Billed monthly in arrears.
Fee Estimator
Location
12377 Merit Drive, Suite 120, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Criminal
March 2003Other 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
Previous Registrations
Strategic Wealth Investment Group, LLC
Global Financial Private Capital, LLC
Wealthremedy, LLC
Tower Square Securities, INC.
State Registrations5 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.
Exams
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