Michael Alfred is a ChFC-designated registered investment advisor at Relation Wealth Management, INC., based in Tulsa, OK, with 19 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 126 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.52% |
Fees may be negotiable at the sole discretion of Relation Wealth Management.
Fee Estimator
Location
10425 S. 82nd East Avenue, Suite 110, Tulsa, OK, 74133
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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 →Employment History
Current Registrations
Relation Wealth Management, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Nationwide Investment Services CorporationBroker
Nationwide Investment Services CorporationBroker
United Brokerage Services, INCBroker
State Registrations1 state
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