Michael Allison is a registered investment advisor at Blueprint Financial Advisors, based in Charlotte, NC, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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 | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204
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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 works for Jacobs, Coolidge & Company, LLC as a DBA for LPL business and NewEdge Advisors, LLC as an Investment Advisor Representative. He dedicates full-time hours to providing investment advisory services through NewEdge Advisors.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Newedge Advisors
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Willow
LPL Financial LLCBroker
Linden Thomas and Company Securities, LLCBroker
Linden Thomas Advisory Services, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Greenwood Capital Associates, LLC
LPL Financial LLCBroker
LPL Financial LLC
Hanson Mcclain Advisors
Hanson Mcclain SecuritiesBroker
Pathway Strategic Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
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.