MF
MF

Michael Feeney

14 Years of Experience
Idaho Falls, ID
Sells Insurance

Michael Feeney is a registered investment advisor at Global View Capital Management LLC, based in Idaho Falls, ID, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.

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

765 S. Woodruff Avenue, Suite 2, Idaho Falls, ID, 83401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a real estate property manager, a marketing contractor for Global View Capital Advisors, and an insurance agent for Global View Capital Insurance Services and Experior Financial Group. He also recruits and trains associates for ACN telecommunications; he dedicates a few hours per week to each of these activities.

Employment History
Current Registrations
Global View Capital Management LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Ele Wealth Advisors, INC.Broker
August 2017 - December 2018 · 1 yr 4 mos
Ele Advisory Services, LLC
July 2017 - December 2018 · 1 yr 5 mos
Transamerica Financial Advisors, INC.
July 2014 - July 2015 · 1 yr
Transamerica Financial Advisors, INCBroker
January 2012 - July 2015 · 3 yrs 6 mos
World Group Securities, INC.Broker
October 2008 - January 2012 · 3 yrs 3 mos
Metlife Securities INC.Broker
April 1995 - December 1995 · 8 mos
Metropolitan Life Insurance CompanyBroker
April 1995 - December 1995 · 8 mos
Wma Securities, INC.Broker
January 1995 - March 1995 · 2 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.