Michael Mccool is a registered investment advisor at Cary Street Partners, based in Abingdon, VA, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
143 West Main St., Abingdon, VA, 24210
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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 board member of the Washington County Public Library, serving on the finance committee and assisting with fundraising. He also serves as a back-up executor for a family friend's estate.
Employment History
Current Registrations
Cary Street PartnersBroker
Cary Street Partners
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Bi Investments, LLC
Bi Investments, LLCBroker
Icba Financial Services CorporationBroker
State Registrations28 states
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