Michael Handy
Michael Handy is a registered investment advisor at Handy & Company Financial Advisors, INC., based in Lake Oswego, OR, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 114 clients with $69M 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 $100K | 1.40% |
| $100K - $250K | 1.20% |
| $250K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are negotiable for assets over $2,000,000.01. The investment advisory fees can include a tax return preparation discount component with 10% of the investment advisory fee amount applied against the tax return preparation by our related CPA firm, when CPA services are requested and provided. The fees for trust accounts are separately negotiated depending upon the range of services to be provided.
Fee Estimator
Location
4550 Kruse Way, Ste 330, Lake Oswego, OR, 97035-3594
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is the president and a practicing CPA at Handy & Reagan LLC, a CPA firm in the same location as his investment advisory business. Michael spends about half of his time on this activity.
Employment History
Current Registrations
Handy & Company Financial Advisors, INC.
State Registrations1 state
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