Michael Nolan
Michael Nolan is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Vancouver, WA, with 19 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, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2023Customer Dispute
June 2019Criminal
September 2005Other Business ActivitiesSells Insurance
Michael owns Premier Personal Services LLC, which he uses to pay his assistant and business expenses, dedicating minimal time to it. He is also an insurance agent with AdvisorShare (IMO), offering insurance products and services to clients and prospects, which takes a few hours per week.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Sequent Planning, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
AXA Advisors, LLCBroker
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.