Michael Trainor is a registered investment advisor at Trainor Consulting, based in Winchester, VA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Location
Winchester, VA
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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.
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Michael owns Trainor Consulting, providing tax preparation services since 2019. This activity takes about a quarter of his time during tax season (February 1 through April 15).
Employment History
Current Registrations
Trainor Consulting
Previous Registrations
Cooksonpeirce
State Registrations1 state
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