Michael Hagerty is a registered investment advisor at Eckel Financial Advisors, based in Fair Oaks, CA, 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 Investment Management, Retirement Planning. Their firm serves 22 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee ranges from 0.8% to 1.0% annually. The fee is negotiable for clients with assets over $2,500,000.
Fee Estimator
Location
8060 Sierra St, Fair Oaks, CA, 95628
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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.
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Michael owns real estate limited liability companies, a family limited partnership for managing and marketing, and a C-Corporation for consulting services. These activities are not investment-related.
Employment History
Current Registrations
Eckel Financial Advisors
Previous Registrations
Eckel Financial Advisors
Olde Wealth Management, LLC
State Registrations1 state
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.