Michael Strong
Michael Strong is a registered investment advisor at Oak Crest Advisory, LLC, based in Rochester, NY, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 178 clients with $70M 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 - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
160 Linden Oaks, Rochester, NY, 14625
Get directionsHistory
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 sells term, long-term care, and disability insurance since 2013, dedicating a few hours per week. He also handles Medicare enrollment for United Healthcare since 2016, spending a few hours per week during open enrollment.
Employment History
Current Registrations
Oak Crest Advisory, LLC
Leigh Baldwin & CO., LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
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.