Michael Becht
Michael Becht is a registered investment advisor at Silver Grove Advisory Services, based in Depew, NY, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M 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 | 2.00% |
Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.
Fee Estimator
Location
6430 Transit Road, Ste 100B, Depew, NY, 14043
Get directionsHistory
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.
Exams
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