Michael Babbin
Michael Babbin is a CFP-designated registered investment advisor at Western Reserve Wealth Management LLC, based in Mineral Wells, TX, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 33 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
Mineral Wells, TX
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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 Activities
Michael is involved with Western Reserve Wealth Management, LLC, dedicating full-time hours during securities trading. He has been involved since 2014 and 2015.
Employment History
Current Registrations
Western Reserve Wealth Management LLC
Previous Registrations
Redwood Financial Network
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations2 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.