Michael Chisnell
Michael Chisnell is a CFP-designated registered investment advisor at Bruton Chisnell Advisors, LLC, based in Downingtown, PA, 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, Investment Management, Retirement Planning. Their firm serves 689 clients with $760M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.30% |
| $15M+ | 0.30% |
Fees negotiable for accounts over $15,000,000. The Firm reserves the right to charge a minimum fee of 1.50% on accounts that are under $150,000 in value.
Fee Estimator
Location
521 East Lancaster Avenue, Downingtown, PA, 19335
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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 Activities
Michael is a partner in Ignite Brunswick LTD and Six Pack Holding Company, LTD, spending about half his time on the former and minimal time on the latter. He is also an Investment Advisor Representative at Bruton Chisnell Advisors, LLC, and holds positions at KIVI Properties, LLC, Magic City Machine, Inc., and Tuscora Park Health & Wellness Foundation.
Employment History
Current Registrations
Bruton Chisnell Advisors, LLC
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Bruton Financial Advisors, LLC
Sequoia Financial Advisors, L.L.C.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations13 states
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