Michael Coleman
Michael Coleman is a registered investment advisor at Integrated Advisors Network LLC, based in Columbia, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
6208 Garners Ferry Rd, Suite A, Columbia, SC, 29209
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Michael is a committee director for Omega Psi Phi Fraternity, a fraternal order, since 2019. He helps develop the economic outlook for the group and create a business interface for members.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
State Registrations7 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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