Michael Cox is a registered investment advisor at Seaside Wealth Advisors LLC, based in Mechanicsburg, PA, with 4 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 3 more. Their firm serves 472 clients with $100M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
100 Sterling Parkway Suite G20, Mechanicsburg, PA, 17050
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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 →Employment History
Current Registrations
Seaside Wealth Advisors LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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