Michael Lassiter
Michael Lassiter is a ChFC-designated registered investment advisor at Michael W. Lassiter Clu Chfc INC., based in Covington, GA, with 18 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within his household.
Fee Estimator
Location
Covington, GA
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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 licensed as an independent insurance agent to sell fixed insurance products. He is also the owner of Michael W Lassiter, CLU, ChFC Inc. and dedicates more than full-time hours to these activities.
Employment History
Current Registrations
Michael W. Lassiter Clu Chfc INC.
Previous Registrations
Regal Investment Advisors LLC
Ameritas Investment CORP
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.