Michael W. Lassiter CLU ChFC, Inc. provides financial planning services and recommends unaffiliated third-party investment advisors to clients. The firm evaluates clients' financial situations, goals, and risk tolerance to provide tailored recommendations. The firm also monitors client accounts managed by the third-party advisors and acts as the client's primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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