Michael Ilagan is a registered investment advisor at Bpd Wealth Management LLC, based in Harrisonburg, 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 Financial Planning & Coaching, Investment Management. Their firm serves 8 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPD Wealth Management charges an annual fee for managing your investments, ranging from 0.50% to 2.00% of your portfolio's value. This fee is calculated at the end of each quarter. The firm may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees may be negotiable in special cases.
Location
Harrisonburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is employed as an emergency physician and partner with HEP since 2004, working approximately full-time. He devotes a minimal amount of time to this job during securities trading hours.
Employment History
Current Registrations
Bpd Wealth Management LLC
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.