MV
MV

Michael Virden

12 Years of Experience
Hernando, MS

Michael Virden is a registered investment advisor at Delta Hedge Financial, based in Hernando, MS, 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 28 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$403K average
Assets Under Management
$11.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Advisory fees are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hernando, MS

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Delta Hedge Financial
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Hurley Investments, LLC
January 2016 - January 2019 · 3 yrs
Delta Hedge Financial
March 2014 - December 2015 · 1 yr 9 mos
Commonwealth Financial Network
October 2013 - December 2013 · 2 mos
State Registrations2 states
MSTN
Advisor

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
No exam information available for this advisor.