Michael Mccarthy is a registered investment advisor at Neville Wealth Management, based in Frankfort, MI, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 15 clients with $17M 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 $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.10% |
The minimum annual fee is $4,000. Exceptions to the published fee schedule will be considered on an individual case basis.
Fee Estimator
Location
Frankfort, MI
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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 the co-founder and CEO of Momo Financial, Inc., which helps employees maximize their employee stock purchase plan (ESPP) benefits. He dedicates about 10-20% of his time to this activity, outside of normal securities trading hours.
Employment History
Current Registrations
Neville Wealth Management
Previous Registrations
Plante Moran Financial Advisors
State Registrations1 state
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