Michael Baker is a CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Fort Mill, SC, 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 Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
127 Ben Casey Drive, #104, Fort Mill, SC, 29708
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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 a founding member and manager of Vertex Capital Advisors, LLC, offering insurance case analysis, long term care insurance, annuities, and disability coverage, taking about half of his time. He is also the owner of The Wealth Technique, LLC, providing financial education and public speaking, dedicating a few hours per week.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Planners Alliance
Alphastar Capital Management, LLC
Bts Asset Management, INC.
Family Legacy Wealth Management, LLC
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
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