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Michael Myers

27 Years of Experience
Indianapolis, IN
Broker

Michael Myers is a registered investment advisor at Sanctuary Advisors, LLC, based in Indianapolis, IN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

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Location

250 West 96th Street, Suite 300, Indianapolis, IN, 46260

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sanctuary Securities, INC.Broker
September 2018 - Present · 8 yrs
Sanctuary Advisors, LLC
September 2018 - Present · 8 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - September 2018 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - September 2018 · 11 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2001 - May 2007 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - May 2007 · 5 yrs 6 mos
Morgan Stanley Dw INC.Broker
August 1998 - December 2001 · 3 yrs 4 mos
State Registrations18 states
ALAZCACOCTFLIAILINKYMIMNMONCNVNYOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.