Michael Mall
Michael Mall is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Cherry Hill, NJ, with 15 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, Investment Management, Retirement Planning. Their firm serves 9,336 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
1939 Marlton Pike East Suite 110, Cherry Hill, NJ, 08003
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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 ActivitiesSells Insurance
Michael is the President/Owner/Insurance Agent of Mall Retirement Group LLC, where he places life insurance products, fixed or fixed indexed annuities, and LTC insurance, dedicating about 10-20% of his time. He is also an Investment Advisor Representative for Virtue Capital Management, spending about half his time providing fee-based or fee-only financial planning, and is the Founder and CFO of Nexus Medicare Solutions, LLC, spending minimal time on CFO duties.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Virtue Capital Management, LLC
Brookstone Capital Management LLC
State Registrations2 states
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