Michael Poe is a registered investment advisor at Connected Wealth Solutions, LLC, based in La Grande, OR, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 318 clients with $230M 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 | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
All accounts for members of the client's family (husband, wife, and dependent children) or related business are generally assessed fees based on the total balance of all accounts.
Fee Estimator
Location
1121 Adams Avenue, La Grande, OR, 97850
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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 Activities
Michael is an owner and member of Connected Professional Accountants, LLC, a CPA firm. He dedicates approximately 133 hours per month to his responsibilities, including accounting services and daily business operations, with 44 hours occurring during securities trading hours.
Employment History
Current Registrations
Connected Wealth Solutions, LLC
State Registrations1 state
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