Michael Skinner is a registered investment advisor at 1834 Investment Advisors CO., based in Newton, IA, 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 435 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.
Location
Newton, IA
Get directionsHistory
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 Activities
Michael is a Managing Director at Old National Bank / 1834 Wealth Management, spending about 10% of his time there. He is also a Writer/Content director for Gratia Reflections, a non-profit business, and a Senior Managing Director at 1834 Investment Advisors, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
1834 Investment Advisors CO.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.