Michael Percy is a registered investment advisor at Public Advisors LLC, based in New York, NY, 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 Investment Management. Their firm serves 1,429 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.29% |
| $25K - $100K | 0.24% |
| $100K - $1.0M | 0.19% |
| $1.0M - $5.0M | 0.14% |
| $5M+ | 0.09% |
Schedule applies to Treasury Accounts. DI Accounts have a 0.19% annual fee. GA Accounts have a 0.49% annual fee. Fees are subject to change and may be negotiated or waived at Public Advisors' discretion.
Fee Estimator
Location
530 Broadway, 4th Floor, New York, NY, 10012
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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 makes music in his free time as an artist. He also does affiliate marketing, posting content unrelated to the financial industry on platforms like TikTok, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Open to the Public Investing, INC.Broker
Public Advisors LLC
Open to the Public Investing, INC.
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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