Michael Croce is a CFP-designated registered investment advisor at Creative Planning, based in Summerville, SC, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Summerville, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Michael acts as a limited agent for his nephews, J. Finney and A. Finney, since 2018. He dedicates minimal time to each activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Capital Guardian, LLCBroker
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
Hutchby & Yates, LLC
Triune Capital Advisors LLC
Triune Capital Advisors LLCBroker
State Registrations2 states
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.
Exams
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