Michael Simpton
Michael Simpton is a CFP-designated registered investment advisor at Parkstone Wealth Management, LLC, based in Arlington, TX, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parkstone Wealth Management charges an annual fee based on the value of your portfolio. The fee is calculated on the last business day of the prior billing period and is negotiable. The fee schedule is as follows:
- $0 - $3,000,000: 1.50% - 2.00%
- $3,000,001 - $10,000,000: 1.25%
- $10,000,001 and up: 1.00%
Location
1000 Ballpark Way, Suite 302, Arlington, TX, 76011
Get directionsHistory
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 sells life insurance through various insurance companies. He is also a limited partner in a rental house and an equipment leasing company, receiving passive income. Additionally, Michael is a partner and treasurer for MPMD Transport, LLC, dedicating minimal time each month.
Employment History
Current Registrations
Parkstone Wealth Management, LLC
Previous Registrations
Spc
Alamo Asset Advisors
State Registrations1 state
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.