Michael Mcnamee
Michael Mcnamee is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 12 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2333 Ponce de Leon Blvd, Ste 500, Coral Gables, FL, 33134
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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 provides administrative support to financial advisors at Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory LLC. These activities require minimal time and are either non-investment related or provide support to investment advisors.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations13 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.
Exams
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