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CFP
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CFP

Michael Micallef

Edward Jones
26 Years of Experience
The Villages, FL
1 DisclosureBroker
View SEC Summary
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Michael Micallef is a CFP-designated registered investment advisor at Edward Jones, based in The Villages, FL, with 26 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL, 32162

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History

Regulatory History (1)
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Criminal
March 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a member of BMB-PCB, LLC, a rental property in Panama City Beach, FL, since 2018. A rental management company handles the property, requiring minimal time from Michael.

Employment History
Current Registrations
Edward Jones
April 2024 - Present · 2 yrs 6 mos
Edward JonesBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Schwab Wealth Advisory, INC.
February 2012 - April 2024 · 12 yrs 2 mos
Charles Schwab & CO., INC.
January 2012 - March 2012 · 2 mos
Charles Schwab & CO., INC.
July 2004 - December 2011 · 7 yrs 5 mos
Charles Schwab & CO., INC.Broker
April 2001 - April 2024 · 23 yrs
Edward JonesBroker
November 1999 - September 2000 · 10 mos
State Registrations20 states
AKCACOCTDEFLGAINMAMDMIMONCNJNYOHPATXWAWI
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.
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