Michael Carey is a CFP-designated registered investment advisor at Kahn Financial Group, based in Clearwater, FL, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 123 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kahn Financial Group offers an all-inclusive wrap fee investment advisory program called the Ambassador Program, administered by Raymond James & Associates. Fees for this program are typically charged as an annual percentage of your portfolio. Specific standard AUM fee percentages are not explicitly detailed in the general schedule, but separate fees apply for specialized products like private placement life insurance and variable annuities ranging from 0.25% to 1.50% depending on the amount invested.
Location
1700 Mcmullen Booth Rd. Suite A-5, Clearwater, FL, 33759
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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.
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Michael is the owner and president of Bradford Management, Inc. since 2005, dedicating a few hours per week to this role. He is also an independent contractor as an Investment Advisor Rep with Kahn Financial Group, Inc. since 2007, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Kahn Financial Group
Raymond James Financial Services, INC.Broker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations5 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
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