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Michael Most

30 Years of Experience
Fort Lauderdale, FL
1 Disclosure

Michael Most is a registered investment advisor at Savvy, based in Fort Lauderdale, FL, with 30 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, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
4,613 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.

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

Fort Lauderdale, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005
Settled
Employment History
Current Registrations
Savvy
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLC
December 2015 - September 2023 · 7 yrs 9 mos
LPL Financial LLCBroker
November 2012 - September 2023 · 10 yrs 10 mos
Ameriprise Financial Services, INC.
October 2006 - October 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
October 1996 - November 2012 · 16 yrs 1 mo
Ids Life Insurance CompanyBroker
October 1996 - July 2006 · 9 yrs 9 mos
Eq Financial Consultants, INC.Broker
January 1996 - October 1996 · 9 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1996 - October 1996 · 9 mos
State Registrations2 states
FLTX
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.
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