Michael Haralson
Michael Haralson is a registered investment advisor at Roosevelt Advisors LLC, based in Edinburg, TX, 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 High Net Worth, Investment Management. Their firm serves 262 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Edinburg, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Michael is an insurance agent with Roosevelt Advisors, LLC, offering fixed annuity and life insurance products, dedicating full-time hours to this role. He is also the President and Owner of Article II Industries, an outdoor sporting goods company.
Employment History
Current Registrations
Roosevelt Advisors LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Edward Jones
Edward JonesBroker
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.