Michael Talbot is a registered investment advisor at Unique Wealth, LLC, based in Clearwater, FL, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 846 clients with $970M 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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.
Fee Estimator
Location
311 Park Place Blvd N, Suite 230, Clearwater, FL, 33759
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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 →Employment History
Current Registrations
Unique Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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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