Michael Greer
Michael Greer is a registered investment advisor at Rise Wealth Partners LLC, based in Mechanicsville, VA, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $54M 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 | 1.30% |
| $1M+ | 1.00% |
The maximum fee paid to the sub adviser and portfolio model manager will not exceed 0.85%. The fees listed in the fee schedule above include the fee paid to the sub adviser, and the portfolio model manager. The sub advisor and/or portfolio model manager will not charge any additional fees.
Fee Estimator
Location
8200 Center Path Ln, Ste A, Mechanicsville, VA, 23116
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
January 2015Regulatory
January 2015Employment Separation After Allegations
February 2014Other Business ActivitiesSells Insurance
Michael operates under the name Greer Financial Group, LLC, and owns Mehl Properties, LLC, for personal real estate investing. He also works as an insurance advisor and is a manager/authorized member of American Family Bio-Clean LLC and American Family Bio-Clean Franchise LLC, dedicating about 10% of his time to each of these activities.
Employment History
Current Registrations
Rise Wealth Partners LLC
Previous Registrations
Modern Capital Advisors, LLC
Modern Capital Advisors, LLC
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Securities America, INC.Broker
Securities America Advisors, INC.
The Retirement Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.