Michael Walstedt is a CFA-designated registered investment advisor at Reliant Wealth Advisory, based in Hoboken, NJ, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are negotiable at the firm's sole discretion. The firm may also offer a negotiated flat annual fee as an alternative to the asset-based schedule.
Fee Estimator
Location
Hoboken, NJ
Get directionsHistory
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
Reliant Wealth Advisory
Previous Registrations
Avatar Securities, LLCBroker
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.
Exams
More Advisors
- Brian Sheahen, CFP, PFSHudson Oak Wealth Advisory LLC
- Charles Natt, CFPMorgan Stanley
- Hazel Secco, CFPAlign Financial Solutions
- Pasqualino Ruffa, CFPLPL Financial LLC
- Alison Renvyle, CFPNeuberger Berman Bd LLC
- Chao Xu, CFAIone Capital Management LLC