Michael Labbe is a CFA-designated registered investment advisor at Atwood Capital Management, LLC, based in Dallas, TX, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
3838 Oak Lawn Avenue, Suite 1000, Dallas, TX, 75219
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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
Atwood Capital Management, LLC
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Sikich Corporate Finance LLCBroker
State Registrations1 state
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