Michael Abeshaus is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Flagstaff, AZ, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 6 more. Their firm serves 3,268 clients with $5.4B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.
Fee Estimator
Contact
Michael Abeshaus
Location
150 W. Dale Avenue, Suite 1, Flagstaff, AZ, 86001
Get directionsHistory
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 →Employment History
Current Registrations
Tci Wealth Advisors, INC.
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.
Exams
Additional Information
Mickey has lived in Flagstaff since 1972. He and his wife Michelle have raised three wonderful children. Mickey is involved in a variety of activities around Northern Arizona, most passionately with Northern Arizona University basketball. In addition, he is an accomplished skier and avid (not so accomplished) golfer. He is a serious sports fan who enjoys travel and all the various activities of his children.
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