Michael Tolliver
Michael Tolliver is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Hockessin, DE, with 12 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. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1302 Old Lancaster Pike Ste A, Hockessin, DE, 19707-9557
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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.
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Michael is an author, adjunct professor at Park University and Portage Learning, owner of Meged Marketing LLC, and executive director of the Center for Hebraic Thought. He spends about 10-20% of his time on the Center for Hebraic Thought and a few hours per week on his other activities.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mallard Advisors
Navy Federal Brokerage Services LLC
Navy Federal Brokerage Services, LLCBroker
Navy Federal Asset Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations7 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.