Michael Mccarthy is a CFP, PFS-designated registered investment advisor at Financial Consulate, based in Gettysburg, PA, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 849 clients with $1.1B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Rates shown are for managed portfolios including equity. Income portfolios without equity, separately managed income accounts, and guaranteed withdrawal annuities are charged 0.50% or 0.25% of all assets. Fees are negotiable.
Fee Estimator
Location
1302 Proline Place, Gettysburg, PA, 17325
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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 a consultant to other RIAs and institutional investors on the financial services industry, practice management, and FinTech since January 2021. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Financial Consulate
State Registrations4 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.
Exams
Additional Information
Mike and his wife Holly, a music teacher at Kingsville Elementary School, and Daughter Carrigan live in Fallston, Maryland. Mike is an avid outdoorsman and supporter of conservation which he pursues as the Chairman of theDucks UnlimitedMason Dixon chapter.
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