Michael Associates provides personalized financial planning to individuals, trusts, and estates. They offer advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Michael Associates is a fee-only firm and does not sell financial products or receive commissions. Clients make the final investment decisions, and Michael Associates places trades under a limited power of attorney.
Assets Under ManagementN/A
Clients34
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Michael Associates does not charge fees based on a percentage of your portfolio. Investment advice is part of the overall financial planning service.
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