Michael Topley is a CFP-designated registered investment advisor at Lansing Street Advisors, based in Ambler, PA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 92 clients with $440M 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 $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. For client accounts implemented through an Independent Manager, the client's overall fees will include Lansing Street's investment advisory fee plus advisory fees and/or platform fees charged by the Independent Manager(s), as applicable.
Fee Estimator
Location
124 S Maple Street, Suite 325, Ambler, PA, 19002
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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 receives compensation for referring business owner clients seeking 401(k) plan analysis to Oakbourne Advisors. He quarterbacks the relationship between the client and the 401(k) provider and educates the business's staff, dedicating minimal time to this activity.
Employment History
Current Registrations
Lansing Street Advisors
Previous Registrations
Blue Rock Avenue One
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
Vanguard Marketing CorporationBroker
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.