Michael Abbate
Michael Abbate is a CFP, ChFC-designated registered investment advisor at Atlas Lifestyle Planning Group LLC, based in Westminster, CO, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
9191 Sheridan Blvd, Suite 300, Westminster, CO, 80031
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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 ActivitiesSells Insurance
Michael is an insurance agent for ATLAS Risk Management Group and Caduceus Financial Services LLC since 2018. He dedicates a few hours per week to each company.
Employment History
Current Registrations
Atlas Lifestyle Planning Group LLC
Previous Registrations
Dynamic Wealth Partners, LLC
Smc Advisory Network, LLC
Princor Financial Services Corporation
State Registrations8 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.