Michael Doyle is a CFA-designated registered investment advisor at Legacy Harbor, based in Plano, TX, with 21 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. Their firm serves 23 clients with $7.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$327K average
Assets Under Management
$7.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
6417 Berwyn Drive, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2004Final
Other Business Activities
Michael owns Michael B Doyle, PC, providing accounting, tax, and CPA services. He also owns Law Offices of Michael Doyle, PLLC, which provides attorney services.
Employment History
Current Registrations
Legacy Harbor
June 2004 - Present · 21 yrs 11 mos
State Registrations1 state
TX
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.