Michael Jones
Michael Jones is a CFP-designated registered investment advisor at Ataraxia Advisory Services, LLC, based in Radford, VA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 40 clients with $42M 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 $200K | 1.50% |
| $200K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Clients may elect to pay an annual flat fee between $10,000 and $60,000 instead of an asset-based percentage for Portfolio Management. These fees are negotiable.
Fee Estimator
Location
Radford, VA
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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 ActivitiesSells Insurance
Michael is a licensed insurance agent and may offer clients advice or products related to this activity, which presents a potential conflict of interest. He spends minimal time on this business.
Employment History
Current Registrations
Ataraxia Advisory Services, LLC
Previous Registrations
Vsr Advisory Services
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.