Michael Becht
Michael Becht is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 28 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, Investment Management, Retirement Planning. Their firm serves 1,930 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.
Location
400 Sterling Drive, Orchard Park, NY, 14127
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Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Michael sells non-variable insurance, dedicating minimal time to it. He also operates under the DBAs Michael R Becht, LLC and Silver Grove Financial Group, Inc. for his LPL business and provides investment advisory services through Silver Grove Advisory Services, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Silver Grove Advisory Services
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
M&t Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.