Michael Deutsch is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Memphis, TN, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 25,510 clients with $25B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.
Fee Estimator
Location
5350 Poplar Ave, Suite 310, Memphis, TN, 38120
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 partner and COO of Agape North, a clothing company, since June 2015. He spends a few hours per week aiding in building operational infrastructure.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Sovereign Wealth Management INC
Waddell & Associates INC
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.
Exams
More Advisors
- Virginia Brewer, CFPUnited Capital Financial Advisors
- Paul Shifflet, CFANewsouth Capital Management INC
- Brian Barthol, CFPWilliam Howard & CO. Financial Advisors, INC.
- Timothy Ellis, CFP, PFSRbg Wealth Advisors LLC
- Brandon Byrd, CFPDelta Asset Management, LLC
- Ryan Montgomery, ChFCMML Investors Services, LLC