Michael Soo is a registered investment advisor at Soo Financial L.L.C., based in Saline, MI, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard fee is 0.25% per quarter (1.0% annually). For accounts with greater than 80% cash, cash equivalents or fixed income bearing securities, the fee will be reduced to 0.10% per quarter (0.4% annually).
Fee Estimator
Location
Saline, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Soo Financial L.L.C.
State Registrations1 state
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