Michael Fox is a registered investment advisor at Hayden Harper Wealth Advisory, LLC, based in Charlotte, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable. Additional fee structures apply for specific strategies and investments.
Fee Estimator
Location
828 East Boulevard, Charlotte, NC, 28203
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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 is a principal of an SEC-registered investment company and the majority owner of Hayden Harper Inc., which owns Hayden Harper Advisory, LLC and is the general partner of multiple private offerings. He also serves as CFO of HH Kayne Anderson, a private company purchasing oil and gas well assets, dedicating a few hours per week to this role, and about 10-20% of his time to Hayden Harper Inc. activities.
Employment History
Current Registrations
Hayden Harper Wealth Advisory, LLC
Previous Registrations
Ipi Wealth Management, INC.
Hayden Harper Financial, LLC
Hayden Harper Financial, INC.
C.P. Advisory Services
State Registrations2 states
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