Michael Massey
Michael Massey is a registered investment advisor at Formidable Asset Management, LLC, based in Vero Beach, FL, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 900 clients with $900M 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% |
Annual management fees range from 0.50% to 2.00% depending on the level of complexity involved. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
601 21st Street, Suite 300, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2017Customer Dispute
August 2010Customer Dispute
July 2001Customer Dispute
April 2000Other Business Activities
Michael is the founder and leader of a non-profit baseball organization, coaching and assisting with administrative duties. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Formidable Asset Management, LLC
Previous Registrations
Brm Investment Management LLC
Wedbush Securities INC.
Raymond James & Associates, INC.
Raymond James & Associates, 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.
Exams
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