Michael Kreft
Michael Kreft is a ChFC-designated registered investment advisor at Palmetto Coast Advisors, INC., based in Mt. Pleasant, SC, with 18 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 66 clients with $55M 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
The schedule applies to portfolios of $2,000,000 or above. Portfolios under $2,000,000 are charged up to 1.25%. Fees may be negotiated or exceptions made at the firm's discretion.
Fee Estimator
Location
210 Wingo Way, Suite 400, Mt. Pleasant, SC, 29464
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 ActivitiesSells Insurance
Michael is an insurance producer at Kreft Financial, Inc. since 2014, focusing on insurance planning and sales of life, long-term care, disability, and health insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Palmetto Coast Advisors, INC.
Previous Registrations
Investment Advisors
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Multi-Financial Securities Corporation
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.
Exams
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