Michael Mcalpin is a CFP-designated registered investment advisor at Intellicapital Advisors LLC, based in Ponte Vedra, FL, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 81 clients with $120M 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 | 1.12% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.69% |
| $5M+ | 0.62% |
Fees are negotiable. Additional third-party platform or technology fees of 0.12% to 0.30% may apply depending on the asset management platform or account type.
Fee Estimator
Location
4210 Valley Ridge Blvd, Suite 105, Ponte Vedra, FL, 32081
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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 →Employment History
Current Registrations
Intellicapital Advisors LLC
Previous Registrations
Intellicapital Advisors LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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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