Michael Sweet is a registered investment advisor at Mcalister, Sweet & Associates, INC., based in Houston, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 187 clients with $220M 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% |
All advisory fees are negotiable. For employee and family-related accounts, the quarterly advisory fees are generally lower. Additionally, MSA may charge less for certain client accounts, depending on factors such as portfolio size, length of employment, and relationship to the employee.
Fee Estimator
Location
19500 St. Hwy. 249, Suite 345, Houston, TX, 77070
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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 provides tax preparation services through McAlister, Sweet & Associates, Inc., which is included in his advisory fees. He also raises bees as a sole proprietor, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Mcalister, Sweet & Associates, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, 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.