Michael Spiegler is a registered investment advisor at Navion Wealth Advisors, LLC, based in Abingdon, VA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | Included |
Solicitor receives 50% of the revenue generated from the Annualized Fee Percentage of Total Assets Under Management. Fees are negotiable for $5,000,000 or more. Actual fee schedules will vary by client, including employees of Spiegler and Blevins and their spouses, and are negotiable.
Fee Estimator
Location
1096 Ole Berry Dr.,, Abingdon, VA, 24210
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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 a partner at Spiegler Blevins & Company, PC, an accounting firm, dedicating nearly full-time hours to this role. He also owns commercial real estate, serves as a board member and secretary for Johnston Memorial Healthcare Foundation, and is a board member for Virginia Highlands Small Business Incubator and VHCC Education Foundation, each requiring minimal time.
Employment History
Current Registrations
Navion Wealth Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Gaam Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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