Michael Holloway
Michael Holloway is a registered investment advisor at Portside Investment Advisors, LLC, based in Port Washington, WI, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Investment Advisors charges a percentage of the value of your portfolio each year. The specific percentage is negotiable and can range from 0% to 1%. They may adjust the fee based on factors like your relationship with the firm, the type and amount of assets managed, and negotiations with you. Fees are billed monthly based on the value of your account at the end of the month.
Location
1091 Shieling Ln, Suite 140, Port Washington, WI, 53074
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Portside Investment Advisors, LLC
Previous Registrations
Legacy Wealth Management, LLC
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.