Michael Dreyer
Michael Dreyer is a registered investment advisor at Stonepath Wealth Management, based in Traverse City, MI, with 23 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 606 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonepath Wealth Management's investment management fee is based on the value of your investments and is paid monthly in advance. The fee ranges up to 1.65% annually, depending on the complexity of your situation and the amount you invest. If you use Stonepath Wealth Management's model portfolios, the investment management fee ranges up to 1.90% annually. Fees may be negotiable.
Location
134 W State Street, Suite 200, Traverse City, MI, 49684
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Michael is an independent insurance agent with SPWM Insurance Agency LLC since 2004, spending minimal time on this. He is also a CPA doing tax preparation with SFK PLLC since January 2023, dedicating nearly full-time hours, and owns Two Thirty Properties LLC since June 2023, spending minimal time.
Employment History
Current Registrations
Stonepath Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
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.