Michael Disharoon
Michael Disharoon is a registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Norfolk, VA, 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 Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
150 W. Main Street, Suite 1500, Norfolk, VA, 23510
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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.
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Michael serves on the Board of Trustees for the Virginia Retirement System, a pension fund. This investment-related activity requires about 10-20% of his time, primarily during securities trading hours for attending board and sub-committee meetings.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Palladium Registered Investment Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 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.