Michael Featherman is a CFA-designated registered investment advisor at Envestnet Pmc, based in Chicago, IL, with 22 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. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
222 N. Lasalle St., Suite 625, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Featherman Real Estate LLC since December 2018, managing and purchasing properties for real estate rentals, dedicating a few hours per week. He also owns Featherman Real Estate Ventures, Inc since January 2020, managing the property for long-term real estate rentals, dedicating minimal time.
Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Portfolio Brokerage Services, INC.Broker
Silver Leaf Partners, LLCBroker
Haverford Trust Securities, INC.Broker
UBS Painewebber INC.Broker
State Registrations2 states
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