Michael Hakimi is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Sarasota, FL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an Investment Adviser Representative at Black Dog Financial Planning LLC since January 2020, providing investment advice and financial planning. This activity takes nearly full-time.
Employment History
Current Registrations
Origin Investment Advisory LLC
Black Dog Financial Planning LLC
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
State Registrations1 state
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.