Michael Tanney
Michael Tanney is a registered investment advisor at Pereon Wealth LLC, based in New York, NY, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150M+ | 0.40% |
Fees may be negotiable at the sole discretion of Pereon Wealth. The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.
Fee Estimator
Location
New York, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2013Other Business ActivitiesSells Insurance
Michael is an independent insurance agent since 2019, dedicating a few hours per week to this activity. He is also a partner at Wanderlust Management since 2020, working as a strategic consultant for minimal time.
Employment History
Current Registrations
Pereon Wealth LLC
Previous Registrations
Magnus Financial Group LLC
Magnus Financial Group LLC
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.