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Michael Strickland

8 Years of Experience
Marietta, GA
Sells Insurance

Michael Strickland is a registered investment advisor at Strickland Davis Advisors LLC, based in Marietta, GA, with 8 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 80 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
80 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$118.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4653 Olde Towne Pkwy, Marietta, GA, 30068

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an insurance agent with Way of Life Group, LLC, dedicating nearly full-time hours to selling various insurance products. He also owns My Digital Business Card, LLC, a startup technology business, which takes about a quarter of his time.

Employment History
Current Registrations
Strickland Davis Advisors LLC
August 2017 - Present · 8 yrs 9 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
Michael Strickland - Financial Advisor | TrueAdvisor