Michael Tolliver
Michael Tolliver is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Beaver Falls, PA, with 13 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 Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
2400 Darlington Rd, Beaver Falls, PA, 15010-1325
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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 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.
Exams
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