Michael Mcwhinnie
Michael Mcwhinnie is a CFP-designated registered investment advisor at Legacy Financial Advisors, INC., based in Covington, KY, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,065 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
117 East Fourth Street, Covington, KY, 41011
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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 is a registered representative with Triad Advisors, LLC since 2018. He is also a financial advisor with Legacy Financial Advisors since 2018, dedicating full-time hours to financial planning, investments, and insurance.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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