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Michael White
19 Years of Experience
Charlotte, NC
2 Disclosures
Michael White is a registered investment advisor at White Wealth Managers, LLC, based in Charlotte, NC, 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 Investment Management. Their firm serves 22 clients with $8.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$388K average
Assets Under Management
$8.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Charlotte, NC
Get directionsHistory
Regulatory History (2)
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Criminal
March 1997Final Disposition
Criminal
February 1996Final Disposition
Employment History
Current Registrations
White Wealth Managers, LLC
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
H.D. Vest Investment ServicesBroker
August 2006 - June 2010 · 3 yrs 10 mos
State Registrations1 state
NC
Advisor
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
No exam information available for this advisor.