MA
MA
Michael Absher
29 Years of Experience
Chapel Hill, NC
2 Disclosures
Michael Absher is a registered investment advisor at Absher Wealth Management, LLC, based in Chapel Hill, NC, with 29 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, Education Planning, Estate Planning, and 5 more. Their firm serves 661 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
661 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1450 Raleigh Road,, Suite 105, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2008Settled
Customer Dispute
June 2002Closed-No Action
Employment History
Current Registrations
Absher Wealth Management, LLC
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2019 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2008 - November 2019 · 11 yrs 10 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 1996 - January 2008 · 11 yrs 5 mos
State Registrations2 states
NCTX
Advisor
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Exams
No exam information available for this advisor.