MF
MF

Michael Fickell

19 Years of Experience
Westerville, OH

Michael Fickell is a registered investment advisor at Fc Wealth Solutions LLC, based in Westerville, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
144 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$199.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+0.85%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

440 Polaris Parkway Suite 110, Westerville, OH, 43082

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fc Wealth Solutions LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Lincoln Financial Advisors Corporation
June 2016 - March 2017 · 9 mos
Lincoln Financial Advisors CorporationBroker
April 2016 - March 2017 · 11 mos
Bluefin Trading, LLCBroker
October 2010 - July 2011 · 9 mos
RBC Capital Markets Arbitrage, S.A.Broker
April 2006 - June 2010 · 4 yrs 2 mos
RBC Capital Markets CorporationBroker
August 2002 - November 2006 · 4 yrs 3 mos
Morgan Stanley & CO., IncorporatedBroker
September 2001 - August 2002 · 11 mos
State Registrations1 state
OH
Advisor

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.