| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Advisory fees are negotiable up to 2% based on facts and circumstances.
350 Leavell Circle, Montgomery, AL, 36117
Get directionsMichael owns MB Consulting, LLC, providing accounting services, dedicating about 10% of his time. He is also co-owner of Advanced Risk Management, a board member of Wind Drift HOA and Wynlakes Golf & Country Club, a member of AICPA to access their life insurance program, and an insurance agent selling insurance products, spending minimal time on these activities.