Michael Mcfarland
Michael Mcfarland is a registered investment advisor at Stonex Advisors INC., based in Suwanee, GA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
1325 Satellite Blvd, Suite 1407, Suwanee, GA, 30024
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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 co-owns Miken Group LLC (real estate), Grandview Strategic Partners (financial services), and Grandview Planning Group (tax preparation). He also owns Grandview Rick Management, an insurance business where he spends a few hours per week selling whole life, disability income, and LTC insurance products, and is President/CEO of Grandview Wealth Advisors, spending about a quarter of his time there.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Signator Investors, INC.Broker
State Registrations13 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.