Michael Saulnier is a registered investment advisor at Aprio Wealth Management, LLC, based in Atlanta, GA, 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
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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 ActivitiesSells Insurance
Michael is a fixed insurance sales agent with Aprio Risk Management since 2015, dedicating minimal time. He is also the co-owner of Capital Payments Consulting, LLC, a family business that consults with business owners on banking fees, and a board member for Hope Atlanta Young Professionals, spending a few hours per week.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Aprio Strategic Partners, LLCBroker
John Hancock Distributors 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.