Michael Cleary
Michael Cleary is a registered investment advisor at Private Client Wealth Advisors, LLC, based in Midlothian, VA, with 24 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 98 clients with $42M 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 $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees for accounts over $2,500,001 are negotiable. Accounts from immediately-related family members at the same mailing address may be consolidated for billing purposes.
Fee Estimator
Location
Midlothian, VA
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 ActivitiesSells Insurance
Michael sells non-variable insurance products, including fixed life and fixed annuities. The filing does not specify the time commitment.
Employment History
Current Registrations
Private Client Wealth Advisors, LLC
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Larimer Capital CorporationBroker
Larimer Capital Corporation
Cetera Advisors LLC
Cetera Advisors LLCBroker
Equus Financial Consulting LLCBroker
Bear Stearns Asset Management INC
J.p.morgan Securities INC.Broker
Thomas Capital Group, L.L.C.Broker
Frank Russell Capital INC.Broker
Ascend Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Saunders Discount Brokerage, INC.Broker
State Registrations2 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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