Michael Blake is a registered investment advisor at Total Investment Management, INC., based in Henderson, NV, with 1 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,340 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$957K average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250KIncluded
$250K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

TIM Portfolio clients pay 0.25% annually. TIM Basic clients pay a fixed annual fee. TIM aggregates household accounts to determine the lowest percentage if all accounts are managed as one relationship. The schedule above is for TIM Premier clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Henderson, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael works as a pilot for American Airlines since 2000. This activity is not investment-related.

Employment History
Current Registrations
Total Investment Management, INC.
April 2024 - Present · 2 yrs
State Registrations1 state
NV
Advisor

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.

Exams
No exam information available for this advisor.
Michael Blake - Financial Advisor | TrueAdvisor