Michael Beary
Michael Beary is a registered investment advisor at Greenleaf Financial Network, LLC, based in Leawood, KS, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 189 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.
Location
Leawood, KS
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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 registered representative of Private Client Services LLC, a registered broker-dealer, and may receive commissions for implementing recommendations. When Michael earns a commission, the advisory fee will be waived by Greenleaf Financial Network, and this takes a few hours per week.
Employment History
Current Registrations
Greenleaf Financial Network, LLC
Private Client Services, LLCBroker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
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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