Michael Calkin
Michael Calkin is a registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 16 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
Location
300 Banyan Blvd, 10th Floor, West Palm Beach, FL, 33401
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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 the Managing Manager of MSC Van LLC, a transportation and storage company, and spends minimal time filing annual tax returns. He is also the Managing Member of FFM Ventures LLC, an entity formed to invest in Fluid Trucks Inc, and his responsibility is to file annual tax returns, dedicating minimal time.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Deutsche Bank Securities INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citi Private Advisory, LLCBroker
J.P. Morgan Securities LLCBroker
Washington Growth Strategies LLC
Absolute Investment Management
Chevy Chase Trust Company
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.