Michael Micallef
Michael Micallef is a CFP-designated registered investment advisor at Edward Jones, based in The Villages, FL, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
3608 Wedgewood Lane, Buffalo Ridge Plaza Ii (466W), The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
Criminal
March 1995Other 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
Edward JonesBroker
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward JonesBroker
State Registrations19 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.