Michal-Erin Frushell
Michal-Erin Frushell is a CFA-designated registered investment advisor at Integras Partners, LLC, based in Alpharetta, GA, with 10 years of industry experience. Michal-Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 188 clients with $240M 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 $500K | 1.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be reduced by combining account values of family members. Minimum annual fee of $5,000 may be waived.
Fee Estimator
Location
3180 North Point Parkway, Suite 102, Alpharetta, GA, 30005
Get directionsHistory
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
Michal-Erin is an insurance agent since January 2024, spending a few hours per week on this activity. About half of this time is during securities trading hours.
Employment History
Current Registrations
Integras Partners, LLC
Previous Registrations
Ladenburg Thalmann & CO. INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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