Michael Stafford is a registered investment advisor at One Brick Capital, LLC, based in Columbus, OH, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 68 clients with $44M 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 $2.0M | 1.05% |
| $2.0M - $4.5M | 0.85% |
| $4.5M - $9.0M | 0.65% |
| $9M+ | 0.65% |
Management fees for households with more than $9,000,000 will be negotiated.
Fee Estimator
Location
5005 Horizons Dr, Suite 100, Columbus, OH, 43220
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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
Michael is a partner and financial advisor at SWS Partners, dedicating nearly full-time hours to wealth management. He also has an LLC for personal accounting purposes and a partnership to hold a family property, but spends no time on these activities.
Employment History
Current Registrations
One Brick Capital, LLC
Previous Registrations
Sws Partners, LLC
Sws Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.