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Michael Herlevi

Tcfg Investment Advisors, LLC
8 Years of Experience
Oak Harbor, WA
BrokerSells Insurance
View SEC Summary
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Michael Herlevi is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Oak Harbor, WA, with 8 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,334 clients with $640M in assets under management.

Tcfg Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
2,334 clients
Average Client Portfolio
$274K average
Assets Under Management
$639.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.00%

Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Oak Harbor, WA

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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 TCFG Insurance Solutions since 2021, dedicating about half of his time. He also provides investment advising through Herlevi Wealth Management DBA and advises clients through TCFG Investment Advisors.

Employment History
Current Registrations
Tcfg Investment Advisors, LLC
December 2021 - Present · 4 yrs 10 mos
Tcfg Wealth Management, LLC
November 2021 - Present · 4 yrs 11 mos
Tcfg Wealth Management, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Edward Jones
May 2018 - November 2021 · 3 yrs 6 mos
Edward JonesBroker
April 2018 - November 2021 · 3 yrs 7 mos
State Registrations4 states
CACOGAWA
AdvisorBrokerBoth

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.
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