Michael Loveless is a registered investment advisor at Abg Consultants, based in Orlando, FL, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,885 clients with $700M 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 | 1.00% |
Individuals are charged an asset-based fee ranging from 0.20% to 1.00%. Fees are negotiable.
Fee Estimator
Location
Orlando, FL
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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
Abg Consultants
Previous Registrations
Concourse Financial Group Advisors
Investment Distributors, INC.Broker
Voya Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
John Hancock Investment Management, LLC
John Hancock Investment Management Distributors LLCBroker
Hartford Funds Distributors, LLCBroker
Hartford Funds
Aig Capital Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
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