Brandon Michaelsen is a registered investment advisor at Freedom Asset Management, based in Spokane, WA, with 19 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 420 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
For family and friends of the Firm, Adviser will discount its advisory fee for managing their accounts. For employees and spouses/domestic partners of employees, FAM will waive its advisory fee for managing their accounts.
Fee Estimator
Location
605 E. Holland Ave., #215, Spokane, WA, 99218
Get directionsHistory
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
Brandon operates his LPL business through JMK and Associates, LLC, and uses Love Your Life LLC for tax/investment purposes. He also owns rental real estate through Dreaming Big LLC and provides investment advisory services through JMK & Associates, LLC, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Freedom Asset Management
LPL Financial LLCBroker
Previous Registrations
Jmk & Associates, LLC
Financial Advocates Investment Management
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.