Michael Beecher
Michael Beecher is a registered investment advisor at Wickham Financial & Insurance Services, based in Marietta, GA, with 25 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, Retirement Planning. Their firm serves 284 clients with $150M 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 | 1.55% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Location
331 Washington Avenue Ne, Marietta, GA, 30060
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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 ActivitiesSells Insurance
Michael is the chairman of Friends of the NRA NW Metro Georgia, a fundraising program held annually, dedicating minimal time. He also works with The Wickham Agency, Inc., an independent insurance agency offering various insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Wickham Financial & Insurance Services
Previous Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
New England Securities Corporation
New England SecuritiesBroker
Thomas Group Capital
Thomas Group CapitalBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.