Michael Sheets
Michael Sheets is a registered investment advisor at Trubee Wealth Advisors, INC., based in Buffalo, NY, with 44 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 686 clients with $720M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Location
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY, 14225
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 1985Criminal
June 1973Criminal
March 1973Other Business Activities
Michael is the president of Investment Analytics Inc., an investment consulting service, dedicating about 10-20% of his time to the business. He is also the treasurer for Concerned Citizens for the Preservation of Eden, a social organization, spending minimal time outside of trading hours.
Employment History
Current Registrations
Trubee Wealth Advisors, INC.
Trubee Wealth Advisors, INC.Broker
Previous Registrations
Kidder, Peabody & CO. IncorporatedBroker
State Registrations17 states
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.