Michael Blair is a registered investment advisor at Bhk Investment Advisors, based in Birmingham, AL, with 9 years of industry experience. Michael 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 316 clients with $760M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule is for Equity and Balanced Accounts. Fixed Income Accounts have a different fee schedule: 0.75% on the first $5,000,000, 0.50% on the next $5,000,000, and 0.25% above $10,000,000. A minimum annual fee may be charged.
Fee Estimator
Location
2200 Lakeshore Drive, Suite 250, Birmingham, AL, 35209-8803
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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 a junior board member at the Birmingham Zoo and a foundation board member at the Boys and Girls Club of Central AL. He dedicates minimal time to each of these non-investment related activities.
Employment History
Current Registrations
Bhk Investment Advisors
Previous Registrations
Porter White Investment Advisors, INC.
State Registrations1 state
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