MD
MD

Michael Doyle

17 Years of Experience
Atlanta, GA

Michael Doyle is a registered investment advisor at Aurora Investment Counsel, based in Atlanta, GA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
66 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$237.5M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M0.90%
$3.0M - $10.0M0.65%
$10.0M - $100.0M0.50%
$100M+0.40%

Fees are subject to discount based upon various criteria including overall firm assets under management and average portfolio size.

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

3350 Riverwood Parkway, Suite #2205, Atlanta, GA, 30339

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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
Aurora Investment Counsel
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Lebenthal & CO., LLCBroker
February 2016 - September 2017 · 1 yr 7 mos
Vestor Capital Corporation
August 2002 - May 2005 · 2 yrs 9 mos
Vestor Capital CorporationBroker
May 2002 - May 2005 · 3 yrs
State Registrations1 state
GA
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.
Michael Doyle - Financial Advisor | TrueAdvisor