Michael Wallin
Michael Wallin is a registered investment advisor at Optivise Advisory Services LLC, based in Franklin, TN, with 18 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 1,233 clients with $290M 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 | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
109 Holiday Court, Suite A6, Franklin, TN, 37067
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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 operates under the DBA Mountain Brooke Wealth Management and sells fixed insurance products, dedicating full-time hours to these activities. He is also a managing member of Financial Archetics and Consultants, a FinTech company focused on data gathering and risk assessment, spending about 10-20% of his time on this venture.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Arete Wealth Advisors, LLC
Panthrex Asset Management LLC
Virtue Capital Management, LLC
Brookstone Capital Management LLC
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.
Exams
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