Michael Dickey
Michael Dickey is a registered investment advisor at Intellivest Wealth Management, based in Boiling Springs, SC, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 326 clients with $44M 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 $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
3082 Old Furnace Road, Boiling Springs, SC, 29316
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Michael is the owner of Intellivest Wealth Management, where he works as an RIA and performs real estate appraisals full-time. He also works as an insurance agent, providing guidance with financial planning for life, health, and disability, also full-time, and owns PAL Capital, a real estate investment holding company, receiving rental income.
Employment History
Current Registrations
Intellivest Wealth Management
Previous Registrations
Capital Investment Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations5 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.