Michael Parsons is a CFA-designated registered investment advisor at Capital Investment Advisors, LLC, based in Atlanta, GA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B 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% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Location
10 Glenlake Parkway, North Tower, Suite 1000, Atlanta, GA, 30328
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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 passive owner (3.33% ownership) in Seven Talents, LLC, a private placement vehicle and limited partner in GloriFi, Inc. He spends minimal time on this investment-related activity, with voting rights limited to capital decisions.
Employment History
Current Registrations
Capital Investment Advisors, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations1 state
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.