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Michael Slade

11 Years of Experience
Tallahassee, FL

Michael Slade is a registered investment advisor at Mjs Investment Partners LLC, based in Tallahassee, FL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$4.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Clients can elect to pay a performance-based fee of 20% of the increase in an account’s net assets during such calendar year if they qualify as a "Qualified Client."

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tallahassee, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mjs Investment Partners LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Piper Sandler & CO.Broker
October 2015 - May 2020 · 4 yrs 7 mos
River Branch Capital LLCBroker
June 2013 - September 2015 · 2 yrs 3 mos
Keefe, Bruyette & Woods, INC.Broker
March 2011 - June 2013 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Michael Slade - Financial Advisor | TrueAdvisor