Michael Purcell
Michael Purcell is a registered investment advisor at Kiplinger Wealth Advisors, based in Springboro, OH, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 374 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiplinger Wealth Advisors manages investments for a fee that ranges from 0.70% to 2.00% per year, and the exact fee is negotiable. The fee is calculated monthly based on the value of your account at the end of the previous month. The fee includes some custodian fees, but you may incur other charges imposed by the custodian, such as wire transfer fees. Clients in the Participant Account Management program will have their fee deducted from another account that Kiplinger Wealth Advisors manages. However, clients can request to pay by check or third-party payment vendor.
Location
24 Remick Blvd, Springboro, OH, 45066-9557
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kiplinger Wealth Advisors
State Registrations1 state
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