Michael Bisaro is a registered investment advisor at Straightline, based in Troy, MI, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,858 clients with $1.1B 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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
All management fees are negotiable, so clients receiving similar services may pay different fees.
Fee Estimator
Location
165 Kirts Blvd., Ste 100, Troy, MI, 48084-5200
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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 →Other Business ActivitiesSells Insurance
Michael is an investor in Questal, Inc., a financial wellness company, dedicating minimal time to conversations with their leadership team. He is also a member of Solar 26 LLC, a passive entity holding assets related to alternative energy generation, and is licensed to sell insurance in Michigan.
Employment History
Current Registrations
Straightline
Previous Registrations
Straightline
Wachovia Securities, LLC
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.