Michael Edmondson
Michael Edmondson is a CFP-designated registered investment advisor at Capital and Planning, LLC, based in Jonesboro, GA, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 517 clients with $190M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Employee and family accounts receive reduced fees.
Fee Estimator
Location
2242 Mt. Zion Road, Jonesboro, GA, 30236
Get directionsHistory
Regulatory History (1)
Criminal
August 1993Other Business Activities
Michael is involved with Capital and Planning LLC in several capacities, including as a business entity for tax/investment purposes and as a Registered Investment Advisor (IAR). These activities are investment-related and consume nearly all of Michael's time.
Employment History
Current Registrations
Capital and Planning, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Dominion Capital CorporationBroker
H.J. Meyers & CO., INC.Broker
Capital Investment Group, INC.Broker
State Registrations10 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
More Advisors
- Justin FlorenceCapital and Planning, LLC