MG
CFP
MG
CFP

Michael Ginty

23 Years of Experience
Charlottesville, VA

Michael Ginty is a CFP-designated registered investment advisor at Cary Street Partners, based in Charlottesville, VA, with 23 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,851 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$8.3B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Garret Street, Suite L, Charlottesville, VA, 22902

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cary Street Partners
July 2022 - Present · 3 yrs 10 mos
Northstar Financial Companies, INC.
January 2002 - Present · 24 yrs 4 mos
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
October 2021 - August 2022 · 10 mos
Old Dominion Capital Management INC.
June 2007 - October 2021 · 14 yrs 4 mos
Commonwealth Financial Network
August 2003 - February 2007 · 3 yrs 6 mos
State Registrations5 states
CAMDNCTXVA
Advisor

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
No exam information available for this advisor.