Michael Bookhardt is a registered investment advisor at Affluence Advisory LLC, based in Mount Holly, NC, with 2 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Advisory fees are negotiable solely at the advisor’s discretion.
Fee Estimator
Location
Mount Holly, NC
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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 →Other Business Activities
Michael is a managing member of Affluence Advisory, LLC, working as an investment advisor, which takes nearly full-time hours. He is also a managing member of SIB General Contractors, LLC, a general business, dedicating a few hours per week.
Employment History
Current Registrations
Affluence Advisory LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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