Donald Michael is a registered investment advisor at Imc Advisors, LLC, based in Columbus, IN, with 23 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 108 clients with $510M 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 - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
540 Plaza Drive, Suite L, Columbus, IN, 47201
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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 Activities
Donald is an officer of Irwin Management Company, Inc., an inactive family office owned by the Miller family, with which he has been affiliated since 1977. He currently spends all of his time on IMC Advisors, LLC's business.
Employment History
Current Registrations
Imc Advisors, LLC
Previous Registrations
Imc Advisors, LLC
State Registrations1 state
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