Michael Halliday
Michael Halliday is a registered investment advisor at Integrity Advisory Solutions, based in Mesa, AZ, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1129 S Oakland, Suite 102, Mesa, AZ, 85206
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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 ActivitiesSells Insurance
Michael is an investment advisor representative (IAR) for American Academy Wealth and Morris Hall Wealth, both DBAs for securities businesses. He is also a manager/agent for Morris Hall Life and Health, LLC, selling life and health insurance products, dedicating minimal time to this. Finally, Michael is a partner and attorney at Morris Hall, PLLC, a law firm, spending full-time hours there.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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